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Paul Kearney
BComm FFin
Senior Client Adviser
I work closely with clients to understand their situation and goals, developing a personalised investment approach that assists them to achieve the financial outcomes they require or aspire to.
Paul has worked in the stockbroking industry since 1996 having started his career with Morgans founder Paul 'Porky' Morgan. He went on to become a partner at Bell Morgan before merging with Bell Potter where he was a Senior Adviser for over 20 years. Paul joined Morgans Financial in 2019 where his focus has been developing close ongoing relationships with clients to help them achieve their financial goals
Investment Style
Paul specialises in portfolio construction for a wide range of investors catering for both short and long-term strategies. His focus is on ASX 200 companies but also has a strong interest in the resources and energy sectors.
Services and Specialties
Margin Lending and Gearing Strategies
Portfolio Administration
Self-Managed Super Funds
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Graduate Diploma of Applied Finanace and Investment
SDIA Superannuation
Bachelor of Commerce
Associations
No items found.
Competencies
Securities
Superannuation
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Managed Investments
Margin Lending
Tax (financial) Adviser
Generic
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.
