"The right combination of cash, property and shares can ensure clients attain and sustain the lifelong goal of financial independence."
For my clients the most common goal is to attain and sustain financial independence. During their careers they achieve this by working and saving, but during retirement it is by working their savings. With 20 years of experience, it is my role to advise clients on the design implementation and management of strategies targeted at achieving and sustaining financial independence.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
No-one knows the future, so in my experience the secret to long term investing is not to predict the future but to be prepared for the future, by owning businesses which produce the goods and services we all need today, tomorrow and everyday. For this reason I prefer to recommend defensive strategies, investing in large, prominent and conservatively financed companies.
Industry Education & Experience
Qualifications
- Chartered Financial Analyst, CFA Institute , 2004
- SMSF Specialist Advisor™ (SSA) Accreditation, SMSF Association, 2017
- TASA and the TPB Code of Professional Conduct, KAPLAN, 2016
- Bachelor of Laws, University of Queensland, 1996
- Bachelor of Economics, University of Queensland, 1992
- Ethics and Professional Relationships, QUT, 2020
- Diploma of Financial Planning, Deakin University, 1997
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia, 1997
- ASX/ACH Responsible Executive Exam, ASX, 2007
Professional Associations
- CFA Chapter Brisbane (Founding committee - Chairman)
- QUT Student Managed Investment Fund Advisory Committee Member
- Griffith University Student Investment Fund Committee Member
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser 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.