Jean Findlay

Jean has over 20 years' experience working in the financial services industry, commencing in financial planning then expanding those capabilities to create and preserve wealth, by tailoring strategies focused on quality listed investments.

Investment Style

Jean works closely with her clients to provide appropriate goals-based investment advice, constructing and managing portfolios using her knowledge, experience and research with a particular emphasis on quality direct investments.

Services and Specialties

Fixed Interest and Cash Management

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Jean Findlay's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Master of Commerce [Finance]

Ethics and Professional Relationships

SMSF Specialist Pathway Program

Bachelor of Science

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Derivatives Level 1

Financial Planning

Life Insurance

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees.

I am employed by Gowan Brae Wealth Management Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.