Hi, I'm Morris and I'm a dedicated financial advisor with a passion for helping my clients achieve their financial goals.
I have been in the finance industry for over 10 years ranging from financial planning, portfolio analyst roles, investment, and business advisory firms.
I have a strong educational background, having completed my Diploma of Financial Planning, Graduate Diploma of Financial Planning, Bachelors Degree in Business & Commerce with a double major in Financial Modelling and Behavioural Economics, and a Master of Financial Planning Degree. This gives me the knowledge and expertise to provide my clients with the best possible financial advice.
I believe in the importance of education, and I take the time to educate and empower my clients so they can make informed decisions and feel confident about their financial future. As a SMSF Specialist Advisor, I have a deep understanding of the complexities of self-managed super funds and I can provide expert advice on how to use them to meet your financial goals.
Financial planning is a lifelong strategy, and I pledge to be your unwavering guide on this journey.
My ultimate career goals are twofold: firstly, to make financial advice accessible to every Australian, especially those in need, and secondly, to make financial literacy a mandatory subject in every high school across Australia by the year 2030.
Financial Planning is a long-term strategy and I believe that I am more than just an adviser to my clients.
I am their partner in life's journey to gaining more control over their finances and helping them unlock their rich life.
So if you're feeling lost or uncertain about your financial situation, I invite you to take the first step and schedule a consultation with me.
“The highest form of wealth is the ability to wake up each day and say what do I want to do today”
I offer a free 30 minute consultation meeting and charge on a fee for service basis that is subject to the complexity of the financial advice provided and the level of assets actively advised upon.
Great knowledge and wonderful person. Broke it down exactly what I needed to do in order to grow financially.
Introduced to Morris from my brother - Harry. Great listener and assisted me with my budgeting and money problems. As Morris says " money only solves money problems" and this was a big turning point for me and my family. Recommend him as he walked me through all things finance and family.
Loved his passion for helping people especially when it came to ensuring that I was in control and knew each step. Morris really well and truly helped me put into place my insurances to make sure my family was looked after in case I passed away and I feel a lot more relaxed and safe.
Fearing for the worst in my retirement and not knowing what to do really scared me. Referred to Morris from my sister and he made me feel so comfortable with being able to retire and have enough money to survive. I really wished I had Morris earlier in my life and its one of the best decisions I have made. Feel perfectly fine to retire and let me money work for me! Morris made me understand everything from point A to Z and truly thankful.
Morris helped me with my insurances to ensure I was protecting myself and family. I had no idea about superannuation and Morris made me understand and realise the potential and power of it all.
- Adviser status Silver
- Number of reviews 34
- Years of experience 1
- Master of Financial Planning
Bell Partners40 Lime St
Sydney, NSW 2000
- In person
- Video call
Australian Financial Advisory Solutions Pty Ltd