About Us

Morvest FP is a unique financial planning consultancy that takes a comprehensive approach to managing wealth for our clients. We see our role as your trusted financial mentor, assisting you to achieve your financial objectives. We are a 'fee for service' firm and do not take or charge initial or ongoing commissions provided by product suppliers.

What is Financial Planning?

Financial planning is the process of meeting your life's goals through the proper management of your finances. Professional financial planning advice;

  • Gives direction and meaning to your financial decisions
  • Helps protect and build your income or investments
  • Assists you to plan major changes in your personal circumstances e.g. retirement
  • Allows you to see your financial decisions in the big picture
  • Provides a sense of security and peace of mind that you are on track with your financial goals

Our Background

Morvest was established at Moree in 1998, and worked in association with a local accountancy practice initially providing personal insurance and superannuation advice. The name, 'Morvest' was coined as an amalgamation of Moree and Investment.

Morvest outgrew the accountants office and moved to new premises in 2001 to expand our services and relationships with other professional advisers. Our client base has been developed from the ground up through satisfied clients and their advisers, accountants and solicitors, referring clients to our practice by word of mouth.

We are now well positioned in Moree and surrounding district to provide the best financial planning advice available. At Morvest we have built an enviable reputation.

Hands Front Reception

Our People

Mark Carroll CFP, DipFP

Mark is the principal director and senior financial planner of Morvest FP. Accredited through the Financial Planning Association of Australia (FPA), Mark holds the prestigious CFP™ designation. The designation represents the world's highest professional credential for a practicing financial planner.

CFP™ Certification – which requires practitioners to undertake a comprehensive education and assessment program – is evidence of rigorous profession standards and adherence to high ethical principles.

Mark Carroll Portrait