Alex Warner

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Authorised Representative: 000279326

Private Client Adviser

"l look to build long term, high quality portfolios that stand the test of time."

Alex has had over 20 years experience in the financial services industry. In 2003 Alex and Sam Paradice returned home to Scone to cofound Parawarn Pty Ltd which owns the Morgans Scone office of which they are the branch managers. His interest and expertise are exclusive to the areas of equities and derivatives.

Services and specialities

  • Fixed Interest and Cash Management
  • Options and Warrants
  • Portfolio Administration
  • Stockbroking
  • Wealth Management

Investment Style

Alex has a mix of investment styles. For retail clients investing in equities, his investment strategy is based around mid to long term outcomes focusing on growth and income.

Industry Education & Experience

Qualifications
  • PS146, Deakin University, 2004
Professional Associations
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Parawarn Pty Ltd, I may be entitled to a share of profits.