George Marshall
Private Client Wealth Manager
George is a Financial Adviser, delivering tailored wealth management advice and services to Morgan's client base. He specialises in working with professionals and business owners who are looking to build their wealth for retirement.
Investment Style
I prioritse capital preservation, aiming to safeguard my clients' investments against potential market risks. Simultaneously, I seek opportunities for growth by carefully selecting diversified investment options that align with their financial objectives. By combining a balanced approach with strategic decision-making, I aim to deliver consistent and sustainable long-term returns for my clients.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
