Andrew Wilkie

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BCom(Acc) DipFS(FP) MeSAFAA

Authorised Representative: 000355554

Business Development Manager

"I aim to partner with my clients to help them take control of their financial future."

Andrew began his professional career managing the day to day operations of a family owned manufacturing company from 2003 until 2006. During this time he was heavily involved in the re-engineering of many of the work processes, market opportunity analysis including cost containment and analysis of risk exposures.

Services and specialities

  • Margin Lending and Gearing Strategies
  • Personal Insurance
  • Portfolio Administration
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Andrews preference is for long term relationships with clients who desire an objective view on the market and appreciate strong management of their portfolios. Andrew acts for clients at all stages of life and focuses on wealth creation and ongoing portfolio management.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce, Griffith University, 2008
  • Diploma of Financial Services, KAPLAN, 2012
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • 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. 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.