Iain Jones

Iain is a Sydney-based Client Adviser. Iain has been working in the finance industry since 2000 and advising clients since 2004, having held previous positions at Macquarie Bank and UBS AG. Iain joined Morgans in 2011 as an Authorised Representative.

Investment Style

The in-depth level of first hand research employed, allows me to take a high conviction approach to investments. This approach then allows me to work in partnership with my clients to deliver the best possible level of service and enduring value for my clients.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Iain Jones's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Professional Diploma in Stockbroking

Margin Lending Accreditation Program

Superannuation and Retirement Planning

Associations

No items found.

Competencies

Derivatives Level 1

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.