"Through a considered approach to investing, my aim is to provide active portfolio management for my clients to build wealth over the long term."
Andrew has relocated back to Australia from London where he spent seven years working in financial markets, for firms such as Deutsche Bank and RBS. During this time he gained experience in derivatives as well as trading and portfolio management. He holds a Bachelor of Commerce degree from Bond University majoring in Finance and Business Law.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
I am a pragmatic thinker with the ability to understand complex ideas in a theoretical and practical manner. I aim to draw on my global markets experience and curious nature to provide long-term solutions for my clients’ wealth management needs, as well as identify special opportunities as they arise.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Bond University, 2005
- RG146, KAPLAN, 2015
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.