I look to optimise the quality of life for my clients by providing them with clear and considered investment advice and strategy.
I specialise in providing financial planning and investment advice to my clients with a focus on retirement planning, wealth accumulation, superannuation, centrelink and direct shares.
Away from work, I look forward to spending time with my wife and young daughter, try and get to the gym regularly and am a passionate supporter of the Hawthorn Football Club. My other passion is for golf, currently play off a handicap of 3 and I am the current treasurer of Virginia Golf Club in Brisbane.
The fees charged for our advice may be based on a combination of a set dollar amount or a percentage of the funds that you invest.
We found Curt to be friendly, courteous and sociable. He understood our needs and requests, and was prepared to liase directly with Centrelink, our super fund and our Accountant to fully understand our situation. We will be delighted to continue our relationship with Curt and also recommend him to family and friends.
Curt has been very interested, informative and proactive in attending to our present financial needs Ray and Barbara 4037
I find Curt to be easy to understand and helpful in suggesting what might be done to better manage our portfolio, when we should be taking profits, and when we should hold on to consolidate. I enjoy our periodic potfolio reviews
Very happy with Curts recommendations and actions
Curt has been thorough in reviewing my current position, creating strategies on how I can grow my portfolio, invest for the future and plan for my retirement
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 2008
- Years of experience 15
- Master of Applied Finance
Morgans Financial LtdLevel 4, 40 McDougall St
Milton, QLD 4064
- 9:00am – 5:00pm Monday – Friday
Morgans Financial Ltd