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Warwick Crane
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.
Warwick is a Sydney-based Client Adviser. He has been a professional stockbroker since 2005, having held previous positions with ABN AMRO Morgans and UBS AG. Warwick joined Morgans in 2012 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
Portfolio Administration
Fixed Interest and Cash Management
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Business
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Direct International Equities Trading Adviser
Tax (financial) Adviser
Managed Investments
ASIC Financial Advisers Register
Generic
FASEA Financial Adviser Exam
Securities
Margin Lending
Derivatives Level 1
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.
