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Morgan Smith

Para Planner

Morgan joined the Wealth Works team after graduating from Massey University with a Bachelor of Business Studies majoring in Finance. Morgan is Wealth Works' Para Planner which is laying the foundations for an exciting career in the financial services industry. Morgan intends to further his career in this field by obtaining Chartered Financial Analyst status as well as becoming an Authorised Financial Adviser.

Morgan assists the team of Authorised Financial Advisers with the preparation and analysis of personal financial plans. Morgan is heavily involved with researching strategic options and manages the progress of clients personal cashflow management objectives.

Morgan 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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