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Iain Jones
Stockbroking / Portfolio Management
I take a very hands-on approach to investment research, because the complexities of relationships between research analysts, investment banks, and company executives can lead to conflicts.
Iain is a Sydney-based Client Adviser. Iain has been working in the finance industry since 2000 and advising clients since 2004, having held previous positions at Macquarie Bank and UBS AG. Iain joined Morgans in 2011 as an Authorised Representative.
Investment Style
The in-depth level of first hand research employed, allows me to take a high conviction approach to investments. This approach then allows me to work in partnership with my clients to deliver the best possible level of service and enduring value for my clients.
Services and Specialties
Stockbroking
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Professional Diploma in Stockbroking
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Tax (financial) Adviser
Derivatives Level 1
Securities
FASEA Financial Adviser Exam
Superannuation
ASIC Financial Advisers Register
Managed Investments
Generic
Direct International Equities Trading Adviser
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
