Our experienced financial advisors are the lifeblood of the firm and our most valued assets. Each one of them is working daily to the best of their abilities to provide the most profitable financial outcomes for clients. At Morgan Wealth, we’re committed to continuous growth and improvement and embrace gender and cultural diversity in our teams for optimum performances. We encourage trust, respect and open and honest communication and appreciation.
Following a period as General Manager of a number of Melbourne’s pre-eminent law firms, Wayne commenced post-graduate studies in Applied Finance and Investment. Beginning a new career as a Senior Financial Adviser in 1996, he went on to establish the Morgan Wealth Management Group in 2002.
Over the past decade, Wayne has been 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. Through Morgan Wealth, we provide ongoing financial support for a number of other organisations particularly those caring for disadvantaged or vulnerable members of our community.
Joao Pereira holds a Bachelor of Economics and a Master of Finance from the Imperial College London. With prior experience in management consultancy, he is responsible for fundamental research of Australian and international securities and has considerable acumen managing investment portfolios. Joao is also fluent in Portuguese.
Manager - Superannuation Services
Yipin Wang, holds a Bachelor of Commerce and specialises in self-managed superannuation funds, providing advice on all superannuation related matters and superannuation fund administration.
She also deals with a wide range of superannuation compliance issues involving investments, contributions and member benefits and is can assist clients with Centrelink and Aged Care issues.
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.