Andrew Cragg

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Authorised Representative: 000243232

Financial Adviser

"Clients rely on sensible tailored investment advice with a long term strategic view of the markets and the utilisation of market opportunities."

Andrew comes from a family of stockbrokers who have a wealth of knowledge in the industry. Andrew commenced his employment with Dicksons Limited in 2000 as a Client Adviser. He then joined Ord Minnett Ltd as a Private Client Adviser and worked there until July 2018, until he joined the Morgans Coffs Harbour Team

Services and specialities

  • Aged Care
  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Andrew builds a portfolio around a client's current and future needs and requirements, looking for opportunities for the more risk adverse.

Industry Education & Experience

Qualifications
  • Professional Diploma in Stockbroking, Deakin Prime, 2011
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
Approved Competencies
  • Derivatives Level 1
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by F.H. Cragg Investments Pty Limited, which has a consultancy arrangement with Agaton Pty Ltd, which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me as your adviser by way of salary and potential dividends.