"My role as an adviser is to look for opportunities to provide objective, clear and considered advice and strategies to my clients that compliment their life and lifestyle choices."
Brenden joined Morgans in 2006, having spent the previous ten years working with the stockbroking team at Macquarie Group providing administration support and client solutions. Brenden has a thorough knowledge of broking, systems, procedures and products, and aims to provide clients with full service stockbroking.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Brenden advises clients on stocks, shares and equities, provides up-to-date market information, flexible investment options and ongoing supervision for their holdings. Brenden's strength is in matching his clients and their portfolios to ensure his clients are both comfortable and secure with their investment choices. His preference is to invest in good quality assets with a proven financial record.
Industry Education & Experience
Qualifications
- Diploma of Business & Computing, Lorraine Martin College, 1996
- TASA and the TPB Code of Professional Conduct, Kaplan, 2017
- Diploma of Financial Markets, Securities Institute of Australia, 2001
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of percentage of fees.