"I provide objective advice, specialising in shares and options, based on informed research. My job is to filter out the superfluous so you and I can make worthwhile decisions."
Steve has an Honours degree in Mathematics from London University and has completed postgraduate courses in a number of subjects at the Securities Institute of Australia. Steve was appointed as a Director of Reynolds in 2000 and is currently a Director of Reynolds Securities Pty Limited.
Services and specialities
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Steve focuses mainly on strategies to increase wealth over the long term. He combines analysis and research with common sense and experience to assist clients achieve their objectives. Steve also advises on opportunities in derivatives such as warrants and options.
Industry Education & Experience
Qualifications
- Bachelor of Science (Honours), University of London, 1976
- Margin Lending Accreditation Program, SAA, 2010
- RG146, Assessment Education Services, 2002
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by Winsong Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer 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.