Jean-Michel Morelli is one of AAG’s trusted Wealth Managers, who enjoys helping clients achieve their financial goals through his professional knowledge, transparent insight, integrity and personalised service. Utilising a comprehensive suite of wealth planning solutions, he serves families, business owners and their employees.
Jean-Michel first began defining his core principles during his bachelor of science degree in psychology. From these early stages grew an appetite for helping others, and a curiosity for understanding people. This desire soon grew into the world of finance where Jean-Michel started devoting his focus to his clients.
Committed to maximising his client’s current position and ensuring their foundations are in order, Jean-Michel is helping families plan with confidence, to achieve the freedom of choice and security that most crave as life progresses.
Jean-Michel also participates in charitable giving through the St. James’s Place Charitable Foundation. In his spare time, he enjoys playing tennis and swimming.