Ralph Morgan profile photo

Ralph Morgan

Great Financial Planning

6 Yrs Experience
Frenchs Forest, NSW 2086

Great Financial Planning is your friendly, local financial adviser located in The Forest area of Sydney's Northern Beaches. We provide a unique, completely personalised investment plan, tailored for your financial goals and current circumstances, at all stages of life. We work closely with our clients to identify their unique financial situation, and then develop effective strategies that allow them to achieve their financial goals and protect their assets and lifestyle. We make house calls and have flexible hours. Please phone 0412 755 966 for more information, or to book your free initial meeting.

Our aim as dedicated professionals who care about your financial future is to provide you with a lifetime of financial care. Whether you're starting out, nearing the end of your working life or somewhere in between, we can work with you to ensure your tailored and strategic financial plan grows and adapts with you.

We are not obligated to sell any particular product and can offer a number of options, allowing you to make an educated decision based on comprehensive research. With a postgraduate degree in astrophysics, Ralph takes a scientific approach to financial planning advice whilst maintaining a highly personalised service.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Master of Astronomy
    • Master of Financial Planning
  • Language spoken
    • English

Great Financial Planning

18 Cobb St
Frenchs Forest, NSW 2086

Opening hours

  • 10:00am – 9:00pm Monday – Friday
  • 11:00am – 5:30pm Sunday
  • 10:00am – 9:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Wealth Today Pty Ltd

AFSL 340289