Morgan Smith has substantial experience in financial advisory services, having worked in various roles at reputable organizations. At Findex, from September 2017 to August 2018, Morgan served as Adviser Support Manager, along with previous roles as Associate Adviser & Product Services Officer, contributing to the company's commitment to providing comprehensive financial solutions. Additionally, Morgan held the positions of Research Analyst and Research Manager at Acorn Foundation NZ from January 2024 to the present, while also serving as a member of the Investment Advisory Committee. Morgan started a career at Wealth Works Limited as a Paraplanner from May 2014 to September 2017. Morgan holds a Bachelor of Business in Finance degree from Massey University, completed between 2012 and 2013.
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