Meet Jettie Fan, a Financial Adviser at Morgans Financial who began her journey in a back-office role 17 years ago. She carved out her own path by working across departments, gaining the experience and perspective that now shape her approach as a trusted adviser. Her story echoes what we already know to be true about investment advice: it’s more than numbers. It’s about building trust and making a real impact in client’s lives.
My job is to help people grow, protect and manage their wealth. It’s a mix of technical knowledge—like investments, tax and superannuation—and personal connection. I work closely with clients to understand their goals, and then build strategies that set them up for long-term success.
Most mornings start with our team’s morning meeting, where we discuss overnight market news and research insights. I’ll then check in on the markets, read financial updates, and start contacting clients.
Throughout the day, I speak with clients about their investments, attend meetings, and sometimes meet with fund managers. Once the market closes, I wrap up admin work like file notes, advice documents or client follow-ups. There’s always something happening, and staying organised is key.
Helping people. It’s incredibly rewarding to know that your advice is making a real difference in someone’s life. Plus, the role offers so much opportunity to grow, I’m always learning and evolving.
Time! There’s always more to do than there are hours in the day. I keep track of my priorities by writing things down, and I’ve learned the importance of delegating and managing tasks effectively.
Technical skills are essential. Things like understanding investment products, tax, superannuation, and compliance- but non-technical skills are just as important.
You need to be a strong communicator, understand people, manage your time well, and be able to build trust. Emotional intelligence and public speaking skills are enormously valuable too, especially in such a high-pressure environment.
My pathway into advice wasn’t a straight line. Working across different departments gave me the perspective I needed to step into a client-facing role with confidence.
I began as a graduate accountant, then joined Morgans in a back-office accounting role. I completed my Chartered Accountant studies and worked across different departments, which gave me a broad view of the business.
Eventually, I transitioned into advising, which was a natural next step after learning about so many areas of wealth management. That foundation made it easier to step into a client-facing role with confidence.
Choose something you enjoy and can be passionate about. When you genuinely care about the work, success will follow. Wealth management isn’t just about numbers—it’s about people and making a positive impact in their lives.
I didn’t really know what careers were out there when I was studying. If I could go back, I’d take more time to explore different paths, talk to professionals, and even travel to understand myself better before locking into one direction.
To anyone starting out: be curious. Ask questions. Try to understand what different roles actually involve day-to-day, it might change your thinking.
The Psychology of Money by Morgan Housel. It’s a great read for anyone interested in the human side of finance.
Livewire Markets. It’s full of investment insights and great for staying on top of market trends.
AI and automation, especially how it’s evolving in China. It’s exciting (and a bit surreal) to think about how these technologies might reshape the way we work.
Check out our new flash mentoring program CareerConnect to have insightful conversations with professionals in the field.
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Choose what you can be passionate about - success will follow.