Morgan Hayward

I assist business owners and professionals to manage and grow their finances, leverage opportunities and retire early through financial advice. 

Background

Morgan is committed to helping business owners and professionals improve their financial position through providing comprehensive holistic financial advice. She advises clients on a broad range of complex financial planning matters and has developed specialist knowledge in:

• Wealth Management
• Superannuation Advice
• Personal Insurance Advice
• Strategic Financial Advice
• Retirement Planning
• Inheritance Advice
• Divorce & Separation (Financial Advice)
• Debt Management Advice
• Business Succession Planning
• Employee Share Scheme Advice
• Estate Planning
• ESG Investment Advice
• SMSF Specialist
• Margin Lending Specialist

Morgan has spent much of her spare time over the years dedicating herself to education and is one of the few FASEA compliant financial advisers achieving a Master of Applied Finance on top of her eight other qualifications. Morgan has a heavy focus on educating and empowering her clients to make better and informed financial decisions that align with their core personal and financial goals. Morgan’s diversity of experience allows her to provide unique insights when researching and implementing strategies for her clients, together with any associated risks to achieve optimal outcomes.

Roles within the Financial Industry:

·         XY Adviser- Ethics Committee member

·         AFA- QLD Committee & Gold Coast Region Chair

·         AFA- Inspire Committee Member

·         AFA- Mentor Program

·         AFA- Pro-Bono advice network

Memberships

·         AFA (Association of Financial Advisers)

·         FPA (Financial Planning Association of Australia)

·         Tax Practitioners Board

Education

•                     Master of Applied Finance (Financial Planning) CSU
•                     Bachelor of Science- UQ
•                     Advanced Diploma of Financial Planning- IIT
•                     Diploma of Financial Planning- IIT
•                     Diploma of Finance and Mortgage Broking Management- AAMC
•                     Certificate 4 of Finance and Mortgage Broking Management- AAMC
•                     Self-Managed Superannuation Specialist- IIT
•                     Principles of Margin Lending- IIT
•                     Accredited Derivatives ADA1 Adviser- KAPLAN
•                     Tax (Financial) Adviser Registration #25660458