Stockbroking | Wealth Management | Corporate Advice

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Matthew Macdonald

Authorised Representative: 000463976

Private Client Adviser

"I provide a measured and balanced approach to investing, aiming to build your wealth while maintaining a level of risk that you are comfortable with."

Matthew commenced in the financial services industry with Morgans Financial Limited in 2008. He has also lived and worked in Asia (China, Singapore and Japan) for 11 years, and is fluent in Mandarin and Japanese. Matthew has extensive personal investment experience in Australian equities and derivative products.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Retirement and Estate Planning
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Matthew focuses on building clients’ wealth by creating and maintaining a balanced portfolio of equities and fixed interest investments. His investment style focuses on investing in Australian resources and industrial companies both in and out of the ASX 200. Matthew also advises on international equities and trading opportunities (warrants, options and speculative shares), in certain circumstances.

Industry Education & Experience

Qualifications
  • Bachelor of Business Management, University of Queensland, 2012
  • Diploma of Financial Planning, Kaplan, 2016
  • Professional Diploma in Stockbroking, Deakin Prime, 2010
Professional Associations Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
  • Derivatives Level 1
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. I am eligible to participate in a bonus scheme depending upon performance.