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Dougal Maynes
Private Client Adviser
I look to optimise the quality of your portfolio through clear and considered investment advice and strategy. Creating, preserving and utilising wealth through effective risk management across all areas and investments.
Begining my career with Morgans in 1996 as a retail broker, I then moved to London for 5 years working in the Institutional Broking Industry, before returning to Morgans as a retail broker in 2004. I hold a Bachelor of Business and a Diploma of Export Management.
Investment Style
I specialise in bottom-up stock selection with medium to long-term horizons. Investing in small and mid sized industrial companies from a technical analysis and fundamental analysis basis. I also have a particular interest in providing direct equity advice to self managed superannuation funds.
Services and Specialties
Self-Managed Super Funds
Portfolio Administration
Stockbroking
Margin Lending and Gearing Strategies
Wealth Management
Qualifications and Professional Affiliations
Diploma of Export Management
Ethics and Professional Relationships
Bachelor of Business (International Management)
Associations
Australian Institute of Company Directors
Competencies
Managed Investments
Tax (financial) Adviser
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Securities
Generic
Margin Lending
Direct International Equities Trading Adviser
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.
