Jettie Fan

Jettie is a Chartered Accountant and SMSF Specialist Advisor™. She started her career as an accountant in public practice. She joined Morgans in 2009, and worked in different areas of the business. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications. She is fluent in Mandarin.

Investment Style

Jettie provides her clients with a wide range of investment services and advice including stockbroking, financial planning and superannuation. Her investment style carefully considers her clients' risk profiles and their unique circumstances. She takes particular care in the initial analysis of a client's situation, so that correct strategies are put in place. She also encourages clients to build a sustainable investment portfolio with their superannuation.

Services and Specialties

Stockbroking

Wealth Management

Self-Managed Super Funds

Personal Insurance

Superannuation Advice

Industry Experience

Sectors Covered

Jettie Fan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Cavendish ICFS Specialist SMSF Course

Chartered Accountant Program

Specialist Adviser Accreditation Program

Ethics and Professional Relationships

Bachelor of Commerce (Accounting & Finance)

Associations

Member of the Institute of Chartered Accountants Australia & New Zealand

Specialist Member SMSF Association Australia

Competencies

Generic

Managed Investments

Securities

Superannuation

Life Insurance

Margin Lending

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.