Ryan Morse

Direct Wealth Pty Ltd

Gold
15 Yrs Experience
Mackay, QLD 4740

Ryan provides specialist investment advice on personally owned assets, superannuation and other tax structures. He works with both accumulators and retiree’s to ensure a strong foundation to build and maintain clients lifelong savings and assets. He believes strongly in a sound education having obtained a Masters of Business (Applied Finance) at QUT along with the highest industry qualification – Certified Financial Planner (CFP). Ryan is also a member of the Financial Planning Association, Australia’s peak financial professional body.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2011
  • Years of experience 15
  • Highest qualification
    • Master of Business (Applied Finance)
  • Language spoken
    • English

Direct Wealth Pty Ltd

120 Wood St
Mackay, QLD 4740

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221