Jason Turnbull
Senior Investment Adviser
Jason has worked as a financial adviser since 1997, at independent financial planning businesses in Adelaide and Sydney, before joining Goldman Sachs JBWere in 2004. Prior to joining Morgans, Jason spent over 11 years at Macquarie Wealth Management.
Investment Style
Jason focuses on medium to long-term portfolio construction, through close relationships with clients who seek an objective view of financial markets, combined with detailed consideration of their affairs and careful management of their investments. Jason's advice extends to individuals, family groups and not-for-profit clients across the range of investment structures and asset classes.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am a partner of Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Partner of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.
