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John Clark
Senior Investment Adviser
I provide objective advice based on informed analysis.
John has over 30 years experience in the stockbroking and merchant banking industry. He holds a Bachelor of Commerce from the University of Western Australia (Accounting and Business Management) and is a Certified Practising Accountant.
Investment Style
John focuses on medium to long-term portfolio construction. He focuses on building portfolios with a view to provide both an income and growth strategy via direct share exposure. John also has a particular interest in providing direct equity advice to self managed superannuation funds.
Services and Specialties
Portfolio Administration
Margin Lending and Gearing Strategies
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce
Associations
Certified Practising Accountant
Competencies
Generic
Margin Lending
Securities
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
