Morgan Caldwell, CFP®

Morgan is a Director and Portfolio Manager at McGregor & McGregor Financial Services. He has been a financial planner for over 20 years and gained extensive experience in Self-Managed Superannuation and taxation as an Accountant and registered tax agent. He believes it’s important to tailor advice and strategies to your specific situation and requirements. Morgan provides financial planning for individuals, companies, trusts, and self-managed superannuation funds. In many cases these are associated with coordinated strategies.

The combined benefit of financial planning, taxation and accountancy services in tandem is obvious. Morgan’s clients benefit from his experience and knowledge of the investment markets, wealth creation and retirement planning skills. His experience combines to provide the best possible options for your financial planning considerations.
Morgan is a Certified Financial Planner, and his academic qualifications include Bachelor of Commerce, Diploma of Financial Planning , Master Applied Finance, and Master Business Administration.

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