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Andrew Robertson
Senior Private Client Adviser
Based on informed analysis and prudent judgement and considering your needs as a whole, my aim is to provide you with the objectivity and guidance to make meaningful decisions.
Starting in 1980 with Lance Jones & Co, becoming a partner then Managing Director prior to merging with Henderson Charlton Ltd, continuing to be a Director when it became Challenger First Pacific. I joined RBS Morgans Limited in 2003 as a Senior Adviser and for a period of time was a Director.
Investment Style
Working in conjunction with clients to obtain an understanding of their needs with an aim to providing them with investment balance and security. My core objective is to create long-term portfolio strategies.
Services and Specialties
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Stockbroking
Self-Managed Super Funds
Portfolio Administration
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Commerce
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Margin Lending
ASIC Financial Advisers Register
Generic
Securities
Direct International Equities Trading Adviser
Tax (financial) Adviser
FASEA Financial Adviser Exam
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. 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.
