Morley Investment Group is a boutique financial planning practice located in Brisbane, Queensland.
We Listen, We Plan and We Provide....
Broad based commonsense advice to our clients. Financial education forms an important part of our ongoing client relationship.
Morley Investment Group is owned and operated by Peter Morley. Peter's focus on Portfolio management provides the strong direction in helping clients to discover how to pay off their mortgage sooner, while delivering flexible solutions to build wealth for their future and provide tax saving investment opportunities.
Morley Investment Group is a Corporate Authorised Represenative of Wealthsure Pty Ltd.
Who is Wealthsure Pty Ltd?
Wealthsure Pty Ltd holds an Australian Financial Services Licence issued by the Australian Securities and Investment Commission on 15th Jan, 2004.
The Financial Services Reform Act 2004 sets down stringent guidelines on the provision of advice to clients. Wealthsure Pty Ltd supports and adheres to these rules.
Wealthsure Pty Ltd is independently owned which means it is not owned by banks, fund managers or financial institutions.
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