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Eric Kesler
DipFS(FP)
Senior Private Client Adviser
I help clients review their current financial situation in order to form a long-term strategic plan that provides the link between where they are today and where they want to be according to their goals.
Eric has been a financial adviser since 2003. In that time Eric has garnered a sound knowledge of domestic and international investment markets. Eric has worked for the Macquarie Group and Morgan Stanley before bringing his wealth of experience to Morgans where he assists his clients in managing their wealth, whilst looking after their needs for the future.
Investment Style
Eric provides his clients with a full range of investment services and advice including stockbroking, financial planning, superannuation and derivatives trading. He specialises in in-depth analysis of companies and combines this with a down-to-earth common sense approach to investing. His preference is for long term relationships with clients who are interested in active management of their portfolio.
Services and Specialties
Wealth Management
Options and Warrants
Superannuation Advice
Stockbroking
Financial Planning
Qualifications and Professional Affiliations
Diploma in Financial Services (Financial Planning)
Accredited Derivatives Advisers Level 1
Ethics and Professional Relationships
Margin Lending Accreditation Program
Associations
No items found.
Competencies
Securities
Superannuation
Derivatives Level 1
Margin Lending
Tax (financial) Adviser
Direct International Equities Trading Adviser
Managed Investments
Life Insurance
Generic
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
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.
