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Dean Mellers
Private Client Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort
Investment Style
Dean focuses on wealth creation through advising clients on Australian shares and actively managing their portfolios. His area of expertise is in derivatives and fundamental analysis and he has a particular interest in resource and small cap stocks.
Services and Specialties
Options and Warrants
Wealth Management
Portfolio Administration
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance and Investment
Bachelor of Commerce
Ethics and Professional Relationships
Associations
No items found.
Competencies
Margin Lending
ASIC Financial Advisers Register
Securities
Direct International Equities Trading Adviser
Generic
Derivatives Level 3
Derivatives Level 1
Derivatives Level 2
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. I am eligible to participate in a bonus scheme depending upon performance.
