"Invest for the long term, maintain a quality core portfolio and reduce risk through diversification."
Adam is the Joint Managing Director of Reynolds Securities. He started his career in 1987, joining what was then Reynolds Stockbrokers, and has extensive experience in a broad range of financial services
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Adam provides his clients with access to a full range of stockbroking services, combining analysis and research with a common sense approach to investing. He seeks to meet a client's financial goals by looking for medium to long-term opportunities in both yield and growth-based securities.
Industry Education & Experience
Qualifications
- Certificate in Financial Markets, Securities Institute of Australia, 1995
- Ethics and Professional Relationships, QUT, 2020
- Professional Diploma in Stockbroking, Deakin / Stockbrokers Association of Australia, 2011
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Reynolds Securities Pty Limited, I may be entitled to a share of profits.