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Hugo Dein
Senior Client Adviser
A client centric focus for a common goal by partnering with like minded people through a collaboration of resources and diligent effort.
Having originated from a rural commodities background with a focus on rural management. Hugo has spent considerable time working with individuals, accounts, financial planners, large community organisations and not-for-profit foundations that are still his focus to date.
Investment Style
Hugo's focus is on long term individual client relationships and goals that are endevoured to be achieved by equity market solutions employed throughout the various economic cycles.
Services and Specialties
Portfolio Administration
Wealth Management
Stockbroking
Fixed Interest and Cash Management
Superannuation Advice
Self-Managed Super Funds
Qualifications and Professional Affiliations
SDIA Accreditation Program RG146
Diploma Export Management
Bachelor of Applied Science
Ethics and Professional Relationships
Superannuation Module
Professional Diploma in Stockbroking
Associations
No items found.
Competencies
Tax (financial) Adviser
Margin Lending
FASEA Financial Adviser Exam
Generic
Managed Investments
Superannuation
ASIC Financial Advisers Register
Securities
I am employed by MHP Capital Pty Ltd which operates the business of Morgans Financial Limited - West End. As a shareholder of MHP Capital Pty Ltd, I may be entitled to a share of profits. As a Director of MHP Capital Pty Ltd, I will be entitled to a share of profits.
