"I provide objective advice based on informed analysis, prudent judgement and diligent effort."
Michael has over 43 years experience in financial services industry, including Chartered Accounting, lecturing in Business Management at the University of Qld and operating as a self employed businessman. He has worked with Morgans for 26 years, and is currently a senior member of the Brisbane private client advisory team.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Michael specialises in advice on Medium/Long term trading situations in listed securities including company shares and derivatives.
Industry Education & Experience
Qualifications
- Certificate of Secondary School Teaching, Kelvin Grove Teachers College, 1964
- Diploma of Agriculture (Hons), Gatton Colledge, 1963
- Bachelor of Economics, University of Queensland, 1990
Professional Associations
- Chartered Accountants Australia and New Zealand (CA)
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Generic
- Managed Investments
- Margin Lending
- Securities
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.