"I believe careful selection of equity investments will provide superior returns compared to other asset classes over the longer term."
Kevin began his career in the securities industry at the then Sydney Stock Exchange Limited. He moved on to QBE Insurance Limited, where he managed equity, fixed income and superannuation portfolios.
Kevin then entered the stockbroking industy establishing offices in Hong Kong and Singapore managing operations as well as dealing in the Australian and Asian markets. He returned to Australia in 1992 and has continued to service Australian and Asian institutions and high net worth clients. He has been residing in the Southern Highlands for 12 years.
Services and specialities
- Fixed Interest and Cash Management
I seek out opportunites with a view to discovering companies that offer growth coupled with quality management to provide shareholders with superior returns.
Industry Education & Experience
- ASX Responsible Executive Exam, ASX, 2004
- Core 1 Securites & Managed Investments Accreditation Program, SAA, 2015
I am employed by LARWOB PTY LTD which operates the business of Morgans Financial Limited - Bowral. My employer remunerates me as your adviser by way of percentage of fees.
- Managed Investments
- Margin Lending