Jesse Morgans is a financial advisor, managing and providing financial services to a portfolio of clients around the country. His qualifications include a Bachelor’s Degree in Psychology, as well as an Advanced Certificate in Financial Planning NQF 6. He is currently pursuing a Master’s Degree in Business Administration through Heriot-Watt University.
Jesse has a keen interest in ‘behavioural finance’, and regularly expands his knowledge on how best to coach his clients throughout the market cycles. He takes pride in being attentive to the need of his clients and holds himself to a high standard of professionalism.
Jesse forms part of a team of three individuals. Their approach allows for flexible yet professional interactions with their clients. The team is headed by Peter Morgans, a qualified Financial Planner with over 25 years of experience in the industry.
He hopes to play a meaningful leadership role in API over the years to come.