Saxon Kirkley
BCom (Econ) GradDipFP
Financial Adviser
I empower clients to make confident financial decisions with tailored advice aligned to their goals. Through collaboration, I create lasting strategies that balance growth, security, and long-term peace of mind.
Saxon holds a Bachelor of Commerce with a Major in Economics from Macquarie University and a Graduate Diploma in Financial Planning. He joined Morgans in July 2022, assisting advisers, before becoming an adviser in January 2025. With prior experience in Wealth Management, including at Westpac's BT, Saxon is committed to delivering strategic, tailored financial advice to help clients achieve their goals.
Investment Style
Saxon offers comprehensive financial planning and investment advice, emphasising long-term quality holdings and diversified asset allocation. By understanding each client's goals, risk tolerance and timeframes, Saxon creates strategies that balance growth, income, flexibility, and financial security to achieve lasting success.
Services and Specialties
Wealth Management
Financial Planning
Investment Advice
Retirement and Estate Planning
Superannuation Advice
Qualifications and Professional Affiliations
Graduate Diploma in Financial Planning
Bachelor of Commerce
Associations
No items found.
Competencies
Generic
Financial Planning
Securities
Managed Investments
Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of salary.
