Lachlan Morgan

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Chartered Financial Analyst®

Authorised Representative: 000318999

Adviser

"I provide objective advice based on informed analysis, prudent judgement and diligent effort."

Prior to Morgans, Lachlan worked with KIS Capital Partners, an Australian based hedge fund manager, where he was involved in many aspects of the funds establishment in addition to daily trading and stock analysis.

Services and specialities

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

Investment Style

Lachlans focuses on Australian equities and his stock selection process is based on bottom-up fundamental analysis applying a number of investment criteria and filters. Lachlan also advises on tactical trading opportunities in certain circumstances.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Economics), Queensland University of Technology, 2006
  • CFA Charter Holder, CFA, 2014
  • Graduate Diploma of Applied Finance and Investment, Kaplan Professional, 2008
Professional Associations
  • Chartered Financial Analyst Institute (CFA)
Approved Competencies
  • 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.