Saxon Kirkley
Financial Adviser
Saxon holds a Bachelor of Commerce with a Major in Economics from Macquarie University and a Graduate Diploma in Financial Planning. He joined Morgans in July 2022, assisting advisers, before becoming an adviser in January 2025. With prior experience in Wealth Management, including at Westpac's BT, Saxon is committed to delivering strategic, tailored financial advice to help clients achieve their goals.
Investment Style
Saxon offers comprehensive financial planning and investment advice, emphasising long-term quality holdings and diversified asset allocation. By understanding each client's goals, risk tolerance and timeframes, Saxon creates strategies that balance growth, income, flexibility, and financial security to achieve lasting success.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of salary.
