Darren Thompson

With more than 25 years experience, Darren has worked across all areas of finance. He has extensive experience in real estate, banking, insurance, lending, stockbroking and financial planning. Darren provides advice to retail clients, small/medium business owners and wholesale/sophisticated investors.

Investment Style

One size does not fit all. Darren will spend the time to understand specifically what you wish to achieve, he will recommend a strategy using the most suitable investments and then continue to work together to achieve your original goal and any new ones along the way.

Services and Specialties

Retirement and Estate Planning

Financial Planning

Investment Advice

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Industry Experience

Sectors Covered

Darren Thompson's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Masters of Business (Management)

Margin Lending Accreditation Program

Self Managed Superannuation Funds

Advanced Diploma of Financial Services (Financial Planning)

Diploma of Financial Services (Financial Planning)

Associations

No items found.

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

Life Insurance

I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.

General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.