"Investing is simple, yet hard to do. I endeavour to give guidance and leadership to clients in selecting and reviewing their portfolio investments."
Julian specialises in providing advice to private clients and companies on investment in listed securities. He has a wealth of experience in the stockbroking industry having jointly managed Reynolds Stockbrokers from its inception in 1969 until they joined the Morgans group in 2010.
Services and specialities
- Fixed Interest and Cash Management
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Julian is a value investor, seeking medium to long-term investment opportunities. His speciality is building and maintaining portfolios for his clients which offer a balance between income and growth. His focus is primarily upon wealth creation and preservation of capital.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, UNSW, 1965
- Master of Business Administration (MBA), Stanford University, 1967
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by Dotcorp Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. Dotcorp remunerates me as your adviser by way of salary and potential dividends. I am also a shareholder of Reynolds Securities Pty Limited and may be entitled to a share of profits.