"I offer hands-on, prompt service tailored to your needs"
Andrew is the Retail Equities Manager for Sydney and a Master Member of the Stockbrokers and Financial Advisers Association, with nearly 20 years of experience in the industry.
Services and specialities
- Stockbroking
- Superannuation Advice
- Portfolio Administration
- Wealth Management
Investment Style
Andrew specialises in Australian and international equities, catering to private investors or self-managed superannuation fund (SMSF) structures. His clients entrust him with their personal investment goals and objectives.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan Professional, 2013
- Professional Diploma in Stockbroking, Stockbrokers Association of Australia, 2014
- Graduate Diploma in Stockbroking and Financial Advising, Western Sydney University, 2022
Professional Associations
- Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Approved Competencies
- Generic
- Margin Lending
- Securities
- Managed Investments
- Superannuation
- Financial Planning
- Life Insurance
- Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.