Retirement and Estate Planning
Superannuation Advice
Investment Advice
Self-Managed Super Funds
Financial Planning
My aim is to create wealth for my clients by providing up to date financial service. This is achieved by superior research, ongoing education and providing innovative financial strategies which are tailored to suit individual needs.
Duncan has over 20 years of experience in the financial planning industry providing advice on retirement, investments, superannuation and wealth protection. With the experience he has gained, he can deliver complex financial advice in an easy to understand form.
Investment Style
Duncan's investment style is designed to match the individual investors risk level. He constructs diversified portfolios to achieve the clients desired income and capital growth requirements. This typically involves investing in high quality equities and funds in Australia and internationally.
Services and Specialties
Retirement and Estate Planning
Superannuation Advice
Investment Advice
Self-Managed Super Funds
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Diploma of Financial Services
Financial Adviser Exam
Associations
No items found.
Competencies
Financial Planning
Life Insurance
Superannuation
Securities
Generic
Managed Investments
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary.
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