"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.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Wealth Management
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.
Industry Education & Experience
- Bachelor of Business & Arts (International Studies), University of Technology, 1999
- Bachelor of Science & Mathematics, University of NSW, 1992
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.
- Derivatives Level 1
- Financial Planning
- Managed Investments
- Margin Lending