Jonathon Kirk
Branch Manager / Private Client Adviser
Jonathon has over 20 years experience in the finance industry. He believes an adviser relationship adds value by ensuring clients truly understand how they are invested, why they are invested as they are, what are the investment risks and how are the risks managed.
Investment Style
Jonathon aims to create and protect wealth by matching investments to strategy goals. Assets should produce income for cash flow needs and also provide appropriate long-term capital growth opportunities for wealth creation.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Lonely Bay Pty Ltd which operates the business of Morgans Financial Limited - Traralgon. My employer remunerates me by way of salary. As a shareholder of Lonely Bay Pty Ltd, I may be entitled to a share of profits. As a Director of Lonely Bay Pty Ltd, I will be entitled to a share of profits.
