Team Member - Jesse Morgans

Jesse Morgans

Wealth Management Consultant

Jesse’s passion for financial planning is closely tied to his enthusiasm for the field of psychology where his formal academic qualifications lie. Hence his fascination for the understanding of investor behaviour as well as lifestyle financial planning.

Jesse has a natural affinity for working professionally with people and his easy-going nature lends itself to good client relationships.

Jesse has completed his Advanced Certificate in Financial Planning and is currently studying towards his honours degree in psychology. After he has completed his honours degree in psychology Jesse plans to complete his accreditation towards being a Certified Financial Planner.

His hobbies include any form of exercise, and spending his spare time with family and friends. Over the last few years Jesse has been an integral volunteer member of a police trauma counselling team.