Paul Lyons
Financial Adviser, Executive Director
Phone:
(03) 9188 2240(03) 9188 2240
Lion Group at Morgan Stanley
Our Mission Statement
Harnessing Morgan Stanley’s global resources to empower clients to achieve their financial goals.
Our Story and Services
Lion Group advisers deliver a personalised service to a select group of clients including not-for-profit organisations and high net worth individuals and families. We utilise Morgan Stanley’s global capabilities and our own localised experience to provide our clients with consistent and timely access to advice and investment insights.
We are proud of the longstanding relationships we have with our clients, in some cases spanning across multiple decades and generations.
We are proud of the longstanding relationships we have with our clients, in some cases spanning across multiple decades and generations.
Services Include
- Advice for Not-for-Profit Organisations
- High Net Worth Investing
- Portfolio Management
- International Investing
- General Investment Advice
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Lion Group understands that every client relationship is unique and personal. We take the time to develop a tailored solution depending on our client’s personal needs, preferences and financial goals.
We provide the detailed attention and service of a boutique firm, with the backing of Morgan Stanley’s powerful global resources.
We provide the detailed attention and service of a boutique firm, with the backing of Morgan Stanley’s powerful global resources.
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Meet Lion Group at Morgan Stanley
About Paul Lyons
Paul has developed deep investment insight and market experience over nearly three decades of working for leading global organisations. Paul is one of the founding members of Lion Group within Morgan Stanley Wealth Management. He has been recognised every year by Barron’s magazine as being in the top 50 advisers in Australia since the award’s inception in 2018.
Paul is very focused on Asset Allocation, Global Portfolios and consistent long term wealth security and creation. Each client is treated independently with tailored, non-conflicted advice. He enjoys sharing this knowledge and experience to help clients meet their financial goals.
Prior to joining Morgan Stanley in 2010, Paul was a Director with UBS Wealth Management for 16 years. Paul continues to focus his advice on large family clients, not-for-profits and faith-based organisations.
Paul graduated from the University of Queensland with a Degree in Agricultural Science majoring in Economics. Outside of work, Paul enjoys sport, Contemporary Art and spending time with his wife and three boys.
Paul is very focused on Asset Allocation, Global Portfolios and consistent long term wealth security and creation. Each client is treated independently with tailored, non-conflicted advice. He enjoys sharing this knowledge and experience to help clients meet their financial goals.
Prior to joining Morgan Stanley in 2010, Paul was a Director with UBS Wealth Management for 16 years. Paul continues to focus his advice on large family clients, not-for-profits and faith-based organisations.
Paul graduated from the University of Queensland with a Degree in Agricultural Science majoring in Economics. Outside of work, Paul enjoys sport, Contemporary Art and spending time with his wife and three boys.
About Oliver Warne
Oliver has more than 15 years’ experience working in the financial services industry, with the last ten years spent at Morgan Stanley Wealth Management assisting and advising high net worth individuals and families. Prior to Morgan Stanley, Oliver worked within the Global Markets division at ANZ in sales and trading across Foreign Exchange, Fixed Income and Commodities.
Oliver helps clients meet their financial goals and understands the importance of a client-adviser relationship based on trust, transparency and a high level of service.
Oliver holds a Bachelor of Commerce (Finance and Economics) from Monash University and a Bachelor of Science (Pharmacology) from The University of Melbourne. Oliver has also completed a Diploma of Financial Markets and Diploma of Financial Planning.
Outside of work, Oliver enjoys travel, sport, gardening and spending time with his family.
Oliver helps clients meet their financial goals and understands the importance of a client-adviser relationship based on trust, transparency and a high level of service.
Oliver holds a Bachelor of Commerce (Finance and Economics) from Monash University and a Bachelor of Science (Pharmacology) from The University of Melbourne. Oliver has also completed a Diploma of Financial Markets and Diploma of Financial Planning.
Outside of work, Oliver enjoys travel, sport, gardening and spending time with his family.
About David Cumming
David joined Morgan Stanley in August 2018 following completion of his post graduate studies. He began his career as a Client Service Associate, before moving into his current Portfolio Associate role in January 2023. He is responsible for supporting the team to deliver robust wealth management advice to clients and takes pride in the reliability and professionalism of his service. He focuses on client relationship management and portfolio reporting, and has an active involvement in portfolio construction and investment selection. David holds a Bachelor of Commerce (Finance and Management) and a Master of Finance from the University of Melbourne. He has also completed a Professional Diploma in Stockbroking and Graduate Diploma of Financial Planning.
Wealth Management
Global Investment Office
Portfolio Insights
High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Ready to start a conversation? Contact Lion Group at Morgan Stanley today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.