Morgan Johnson

Solomons Wealth Management Australia Pty Ltd

Silver
8 Yrs Experience
Brisbane City, QLD 4000
With over 10 years of experience in Financial Services my focus and passion is in wealth creation, preservation and succession planning strategies for individuals and businesses. I have been fortunate to develop technical and product knowledge over my years in operations, management and advisory roles in boutique and large scale practices in the ANZ, AON and Macquarie Group.  I'm an advocate for my clients, and I enjoy long standing, transparent relationships  that are built on trust and maintained through the delivery of excellent outcomes and solutions.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Addressing your best interests is my mandate and accordingly the fees I receive for providing service and advice must be appropriate, affordable and sustainable. We will discuss fees and your options during our free initial consultation.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of International Business
  • Language spoken
    • English

Solomons Wealth Management Australia Pty Ltd

Level 54, 11 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

PGW Financial Services Pty Ltd

AFSL 384713

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"I can not recommend Morgan from KDM Financial enough. The service that he has provided me has been exceptional. He has a unique ability to take the complexity and jargon out of the insurance world and help you make sense of it so you can make informed decisions. He is professional, organised and committed to working towards a satisfactory outcome. Most importantly in this world where you can sometimes feel like the ‘little guy’ who has no voice up against a mammoth corporation he has your back in every interaction. He is a man with integrity and I trust him implicitly."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Insurance Protection

Qualifications & Training

Bachelor of International Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2007

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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