Laurie Saville

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BBus(NSWIT) CA AGIA ACIS SAFin MeSAFAA

Authorised Representative: 000265015

Private Client Adviser

"The formula to a successful investment performance is to ensure the cornerstone of the portfolio has a strong base with an opportunity for growth."

Laurie is a Stockbroker and Senior Investment Adviser. He has extensive experience in the finance industry over the last 30 years, including chartered accounting, before commencing employment with a Stockbroker in 1985.

Services and specialities

  • Margin Lending and Gearing Strategies
  • Options and Warrants
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

Investment Style

Laurie specialises in advice on superannuation portfolio management and long term investment portfolios with a focus on long term capital growth and tax effective income.

Industry Education & Experience

Qualifications
  • Registered Tax Agent, TPB, 2014
  • SDIA Accreditation Program, SDIA, 2002
  • Bachelor of Business (Accounting), NSW IT, 1978
Professional Associations
  • Associate of the Governance Institute of Australia
  • Associate of the Institute of Chartered Accountants Australia
  • Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hurstville. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.