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 R Morgan
Wayne R Morgan - BSc (Hons), GDipAppFin, FFin, AFP®

Managing Director & Principal Wealth Advisor
View Wayne Morgan's profile on LinkedIn

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
Yipin Wang - BCom

Superannuation Advisor
View Yipin Wang's' profile on LinkedIn

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.