"I strongly believe that investment in carefully selected equities will continue to provide superior returns to other asset classes over the long term."
Andrew began his career in 1990 in the research department of Bain and Company, now Deutsche Bank. Progressing on to the institutional dealing desk in Sydney, he gained valuable trading and execution skills in equities and option markets. Deutsche Bank acknowledged Andrew's experience when he was offered a pool of private clients, which provided the foundation to build the successful and enduring business he has today. Andrew spent the years from 1999 until 2008 at Citibank, before an opportunity presented itself to open the first regional office for Macquarie Private Wealth in his hometown of Bowral.
Services and specialities
- Margin Lending and Gearing Strategies
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
I am attracted to companies that offer strong growth prospects and or a sustainable income stream. My focus is to provide professional services and advice tailored to building long term relationships with my clients, their families and related entities.
Industry Education & Experience
Qualifications
- SDIA Accreditation, Deakin University, 2002
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Generic
- Securities
- Managed Investments
- Superannuation
- Margin Lending
I am employed by LARWOB PTY LTD which operates the business of Morgans Financial Limited - Bowral. My employer remunerates me by way of salary and percentage of fees.