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Kurt Telford
MCom(Ec) GDipFinPlan(SIA) ADA2 MeSAFAA
Investment Adviser
As an Investment Adviser, I specialise in assisting clients manage their wealth. Further postgraduate studies in Financial Planning places me well in assisting my clients needs.
Kurt has been in the financial services industry for many years and joined Morgans in 2002. He currently holds a Bachelor of Commerce (Business), Graduate Diploma in Commerce (Economics), Graduate Diploma in Financial Planning (SIA) and Masters of Commerce (Economics).
Investment Style
Kurt is an Investment Adviser who combines the disciplines of financial planning, investment management and portfolio monitoring to enhance his clients' returns. Kurt has a particular interest in DIY Superannuation, ETF's, warrants, options, direct equities and financial planning.
Services and Specialties
Options and Warrants
Stockbroking
Superannuation Advice
Portfolio Administration
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Qualifications and Professional Affiliations
Master of Commerce (Economics)
Graduate Diploma in Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce (Business)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Generic
Derivatives Level 1
FASEA Financial Adviser Exam
Derivatives Level 3
Life Insurance
Derivatives Level 2
Superannuation
Margin Lending
Managed Investments
Securities
Tax (financial) Adviser
Financial Planning
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 salary and percentage of fees.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
