"I provide objective advice based on informed analysis, prudent judgement and diligent effort. I look to optimise your financial outcomes by providing you with considered investment advice and strategy."
Hamish is a Director of Morgans and a Director of the Morgans Foundation.
With nearly 30 years’ experience in the stockbroking industry, Hamish began equities and options advising in 1997. He has been invited by Kaplan Professional as a guest lecturer in the field of derivatives trading.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
An investment approach is pursued with clients rather than a trading bias. Hamish uses "written call and put options to enhance yields on portfolios".
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of Queensland, 1992
- Bachelor of Economics, University of Queensland, 1993
- Professional Diploma in Stockbroking, Deakin Prime University, 2010
- Graduate Diploma in Applied Finance and Investment, Kaplan, 1997
Professional Associations
- Member of the Financial Services and Credit Panel
- Director of Brisbane Club and Immediate Past President
Approved Competencies
- Generic
- Securities
- Derivatives Level 1
- Derivatives Level 2
- Margin Lending
- Managed Investments
- Superannuation
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. As a Director of of Morgans Holdings (Australia) Limited, I will be entitled to a share of profits.