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Brent Dawkins
BComLLB(Hons) GDipFinPlan(FINSIA)
Branch Manager, Principal & Private Client Adviser
I provide comprehensive, objective and appropriate advice based on a full consideration of your individual circumstances, investment profile and financial goals.
In developing portfolios and strategies, Brent adopts a holistic approach to tailor solutions to each client's individual situation. He has extensive investment experience gained over many years in the industry, first class honours in law and was awarded the dux prize for the top mark in the Graduate Diploma of Financial Planning (Vic/Tas).
Investment Style
Brent prefers the control and transparency of investing through direct equities and employs a disciplined and well researched approach to investment selection. Combining fundamental and technical analysis, Brent systematically applies a number of criteria to identify appropriate investment opportunities for clients.
Services and Specialties
Stockbroking
Self-Managed Super Funds
Superannuation Advice
Financial Planning
Wealth Management
Personal Insurance
Qualifications and Professional Affiliations
Bachelor of Commerce & Law
CERTIFIED FINANCIAL PLANNER®
Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Managed Investments
Securities
Superannuation
Life Insurance
Financial Planning
Derivatives Level 1
Margin Lending
Generic
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of percentage of fees. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.
