Jack Deane

Jack joined Morgans in January of 2019. Before joining Morgans, Jack worked in a Financial Services firm as a Chartered Accountant, primarily in the areas of audit and assurance. Jack enjoys working with his clients to build long-term wealth by constructing solid, well-diversified portfolios tailored to their personal needs and goals.

Investment Style

Jack puts great importance on building and maintaining long-term relationships with his clients. This allows him to gain a thorough understanding of his client's goals, financial objectives, risk profile and investment priorities. Jack aims to provide considered advice ensuring his clients understand the risks and rewards with investing to achieve their financials objectives and goals.

Services and Specialties

Portfolio Administration

Fixed Interest and Cash Management

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Jack Deane's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professionalism in Financial Advice

Graduate Diploma of Financial Planning

Bachelor of Accounting

Graduate Diploma of Chartered Accounting

Associations

Tax Agent - Tax (financial) Advice Services (TPB)

Chartered Accountants Australia and New Zealand (CA)

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Generic

Managed Investments

Securities

Superannuation

Financial Planning

I am employed by KJB Enterprises Pty Ltd which operates the business of Morgans Financial Limited - Bundaberg. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.