"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.