We are pleased to launch our new website. Clients can seamlessly access the portal by clicking on the login button located at the top right-hand corner for desktop and left-hand corner menu for mobile.
Silas Dunstan
Co-Branch Manager Merimbula / Senior Investment Adviser
Through a solid relationship with a professional financial adviser, investing for the future becomes easier. With clear and considered advice and financial strategy, I look to optimise wealth creation opportunities.
Silas is a Senior Investment Adviser with diverse experience in the banking and financial services industry at an international level. After completing studies in finance, he has held roles that involved corporate financial analysis, corporate loan origination and structuring for global corporations in the telecommunications, mining and construction sectors.
Investment Style
From Silas' professional training and personal investing experience, his investment style is based on fundamental analysis. Silas helps maximise wealth creation opportunities for the investor over the long term through investments in shares, property trusts and fixed interest securities. Silas offers holistic portfolio management, incorporating investment allocation, tax strategies, risk management and financial planning appropriate for the client.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Options and Warrants
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Business & Arts (International Studies)
Bachelor of Science & Mathematics
Associations
No items found.
Competencies
Financial Planning
Securities
Generic
FASEA Financial Adviser Exam
Margin Lending
Tax (financial) Adviser
Life Insurance
Direct International Equities Trading Adviser
Managed Investments
Superannuation
Derivatives Level 1
ASIC Financial Advisers Register
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me by way of percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.
