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Morgan Shipp
BCom BLaw
Stockbroking / Portfolio Management
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Morgan is a full-service Stockbroker, assisting clients to make more informed investment decisions and access a wider range of quality investment opportunities. Before moving into investment markets, Morgan was a banking and finance lawyer with a top-tier international firm.
Investment Style
Morgan assists in the management of his client's wealth through a combination of quality research and market knowledge. A tailored approach is applied across Australian and international stocks, listed fixed interest securities, bank term deposits and cash management.
Services and Specialties
Superannuation Advice
Wealth Management
Options and Warrants
Stockbroking
Fixed Interest and Cash Management
Philanthropic Services
Qualifications and Professional Affiliations
Bachelor of Laws
Bachelor of Commerce
Professional Diploma in Stockbroking
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Generic
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Derivatives Level 2
Margin Lending
FASEA Financial Adviser Exam
Derivatives Level 3
Tax (financial) Adviser
Managed Investments
Securities
Superannuation
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. 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.
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.
