B App Sci, Dip FP, MBA, M Tax & Fin Planning, DBA, CFP™ SSA®
Paul is a principal of Moran Partners Financial Planning with extensive industry experience. He has been a Lecturer in financial planning with FINSIA, Kaplan, Victoria University and Australian Catholic University for over 20 years. He has been awarded two professional designations – Certified Financial Planner and SMSF Specialist Adviser.
He holds a Bachelor of Applied Science (RMIT), Associate Diploma of Health Science (AOTC), Diploma of Financial Planning (Deakin University) and Master of Business Administration (Deakin University). Paul also holds a Master of Taxation and Financial Planning (University of New South Wales) and a Doctorate of Business Administration (Victoria University), where his thesis was focused on behavioural financial decision making.
Paul is currently a member of the Academic Advisory Committee of the International Financial Planning Standards Board.
“He was awarded both the Victorian and Australian ‘Independent Financial Adviser Magazine’ Financial Planner of the Year for 2004, is a Securities Institute Practitioner Award Winner, and a member of the AFR Smart Investor Top 50 Financial Planning Master-Class for 2004, 2005, 2006 and 2012”
B Bus (Financial Planning), Life Risk Specialist, CFP®
Alex joined Paul Moran Financial Planning (now Moran Partners Financial Planning) in 2007 in a para-planning role developing detailed financial plans for clients and managing subsequent administration to help ensure a smooth implementation process. He has been providing personal advice to clients since becoming an Authorised Representative in April 2011
“Alex offers a holistic goals-focused approach to financial planning with a specialization in cash flow planning and management, Superannuation, retirement planning, and personal insurance. Alex's strength is assisting clients to fulfil their financial and lifestyle objectives and guide them through the wealth creation process.”
He has a comprehensive understanding of investment principles and is an expert in cash flow modelling to help his clients really understand where their money goes.
Alex holds a Bachelor of Business from La Trobe University with a double major in Financial Management and Financial Planning. He has been awarded two professional designations – Certified Financial Planner & LRS® Life Risk Specialist accreditation program with the FPA.
Dip Fin Planning, Grad Dip FP
Marcus has recently been appointed as a Financial Planner and Authorised Representative of Moran Partners Financial Planning in 2019 having joined the firm in 2014.
Marcus has over 17 years’ experience working in the Financial Planning industry principally as a Senior Paraplanner. Marcus holds a Diploma in Financial Planning, Graduate Diploma in Financial Planning and a Master of Financial Planning, completed in October 2019. During his time as a Paraplanner he has had regular client contact and has been the main support to the licensed Financial Planners through providing implementation of strategies and the presentation of Statements of Advice (SoA’s).
Marcus has successfully transitioned to a senior financial adviser role with Moran Partners.
John joined Moran Partners Financial Planning in 2022 as a Financial Planner and Authorised Representative of the practice. He started working in the industry in 2011 and began providing personal advice to clients after becoming an Authorised Representative in May 2012.
He has extensive experience with professional and high net worth clients and family groups where he takes a holistic approach to their financial needs and assists in achieving their goals and objectives. John works with clients who are accumulating wealth and with clients who are in the pre-retiree and retiree phase of their lives. Ensuring assets are structured appropriately and cash flow is managed throughout the various stages of a client’s life is John’s passion.
John holds a Bachelor of Business (Financial Planning) from RMIT which he completed with Distinction in 2011. He has been awarded the professional designation of Certified Financial Planner® with the Financial Planning Association of Australia. John has also completed a Diploma of Finance and Mortgage Broking Management.
B Graphic Design, B Biomedical Sci, GradDip FP
Morgan has been working for Moran Partners since 2018 and during that time has been completing her financial planning studies.
Having successfully completed the financial adviser exam, Morgan is well into her Professional Year.
Morgan has had a varied academic career starting off with a Graphic Design degree and then for a complete change, biomedical science degree before realising how much she enjoyed the world of finance. Morgan focuses on getting client's finances organised and structured in the most efficient way possible, to achieve their goals.