Each of our advisors is working at the very peak of their abilities, and doing so with one singular focus – to deliver the best possible financial outcomes for you. Take a look at our recent returns to see how well our clients have performed.
Wayne has spent over 15 years in financial advice and wealth management. Beginning as a Senior Advisor in 1996, he went on to establish the Morgan Wealth Management Group in 2002 following extensive business and financial management experience as General Manager of a number of Melbourne’s pre-eminent law firms.
Among other prestigious positions, Wayne is a Fellow of the Financial Services Institute of Australasia, a member of the Australian Institute of International Affairs and a Patron of the Melbourne Symphony Orchestra.
Yipin Wang, a Mandarin speaker, with a Bachelor of Commerce, specialises in self-managed superannuation funds, providing advice on all superannuation related matters.
She also deals with a wide range of superannuation compliance issues involving investments, contributions and member benefits and is available to assist clients with Centrelink and Aged Care issues.