Jimmy Morrison
Jimmy has built his career around making superannuation and tax easier to navigate for clients. He’s passionate about helping people understand their options and opportunities, guiding them through complex regulations to make smart decisions about their future.
With qualifications that include Chartered Accountant status, a Diploma of Financial Planning, and SMSF Association Specialist Auditor designation, Jimmy brings a deep level of technical expertise – but it’s his ability to communicate clearly and practically that clients appreciate most. He ensures strategies are not only sound, but understood.
Jimmy is known as someone who’s always there when clients need him – a reliable source of knowledge and support. He takes pride in building long-term relationships, and values getting to know his clients beyond the numbers – their family, their goals, and their story.
Outside work, Jimmy gives back as a mentor with Kickstart for Kids, bringing his parenting experience to holiday camps where he connects with children through basketball, football and conversation.
In a nutshell:
Knowledgeable, supportive and focused on making things simple.
