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Justin Wynne

Justin Wynne

Authorised representative number: 001000581

Senior Investment Adviser

Long term wealth creation and preservation is my goal. Investing across multiple asset classes with a global perspective, my approach is typically conservative and tailored to investors needs.

Before joining Morgans, Justin held a variety of management positions within Commsec, Australia's largest Online broker, with direct responsibility for managing the international and Derivative markets business. Justin has presented to thousands of Australians around the country on financial markets and investment strategies.

Investment Style

Justin draws on his experience to provide advice on a broad range of asset classes including Australian and International shares, fixed interest, derivatives, managed funds and listed investments structures. Ensuring that a client fully understands the risks involved is core to the investment process.

Services and Specialties

Fixed Interest and Cash Management
Investment Advice
Margin Lending and Gearing Strategies
Portfolio Administration
Wealth Management

Industry Experience

Sectors Covered

Justin Wynne's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending and Geared Investments
SDIA Accrediation Program
Ethics and Professional Relationships
Graduate Certificate in Financial Planning
Masters of Applied Finance
Bachelor of Applied Finance
ASX Accredited Derivatives Adviser Level Two
Bachelor of Commerce in Accounting

Associations

No items found.

Competencies

Superannuation
Generic
Securities
Managed Investments
Margin Lending
Derivatives Level 1
Derivatives Level 2

I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.

I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.