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Matthew Macdonald
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.
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.
Services and Specialties
Superannuation Advice
Stockbroking
Fixed Interest and Cash Management
Financial Planning
Wealth Management
Retirement and Estate Planning
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Business Management
Ethics and Professional Relationships
Professional Diploma in Stockbroking
Associations
No items found.
Competencies
Tax (financial) Adviser
Generic
Managed Investments
Derivatives Level 1
Financial Planning
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Securities
Margin Lending
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.
