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Morgan Smith

Adviser Support Manager

Morgan joined the Wealth Works team after graduating from Massey University with a Bachelor of Business Studies majoring in Finance. His role is to oversee the Adviser Support team with the preparation and analysis of client financial plans. Morgan is also heavily involved with researching strategic options and manages the progress of clients personal cashflow management and investment objectives.

Morgan is on the path to becoming an Authorised Financial Adviser and believes that by working to a high standard, staying committed and maintaining a professional attitude you can lead by example and achieve a great deal. 

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