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Bruce Porter
Senior Private Client Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Bruce has been working in the securities industry since 1987 and has been a private client adviser since 1998.
Investment Style
With more than 20 years' experience Bruce specialises in direct share and property trust investment with a focus on long term capital growth and tax effective income and structures his advice to his clients' particular needs and objectives. He has a particular interest in portfolio construction and on-going client education.
Services and Specialties
Wealth Management
Portfolio Administration
Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Certificate Course
Financial Adviser Standards and Ethics Authority Industry Exam
Margin Lending Accreditation Program
Financial Services
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
FASEA Financial Adviser Exam
Margin Lending
Securities
Direct International Equities Trading Adviser
Tax (financial) Adviser
ASIC Financial Advisers Register
Managed Investments
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. I am eligible to participate in a bonus scheme depending upon performance.
