Justin Wynne
Senior Investment Adviser
Long term wealth creation and preservation is my goal. Investing across multiple asset classes with a global perspective, my approach is typically conservative and tailored to investors needs.
Before joining Morgans, Justin held a variety of management positions within Commsec, Australia's largest Online broker, with direct responsibility for managing the international and Derivative markets business. Justin has presented to thousands of Australians around the country on financial markets and investment strategies.
Investment Style
Justin draws on his experience to provide advice on a broad range of asset classes including Australian and International shares, fixed interest, derivatives, managed funds and listed investments structures. Ensuring that a client fully understands the risks involved is core to the investment process.
Services and Specialties
Fixed Interest and Cash Management
Investment Advice
Margin Lending and Gearing Strategies
Portfolio Administration
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Margin Lending and Geared Investments
SDIA Accrediation Program
Ethics and Professional Relationships
Graduate Certificate in Financial Planning
Masters of Applied Finance
Bachelor of Applied Finance
ASX Accredited Derivatives Adviser Level Two
Bachelor of Commerce in Accounting
Associations
No items found.
Competencies
Superannuation
Generic
Securities
Managed Investments
Margin Lending
Derivatives Level 1
Derivatives Level 2
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
