"I look to optimise investment performance for my wholesale and sophisticated clients by providing them with clear and considered investment advice and strategy."
Nigel had been a private client adviser for more than 20 years, before focusing solely on wholesale and sophisticated clients and holds a Bachelor of Commerce (UQ).
Services and specialities
- Stockbroking
- Wealth Management
- Fixed Interest and Cash Management
- Options and Warrants
- Portfolio Administration
Investment Style
Nigel has a particular interest in providing direct equity advice to self managed superannuation funds. Investment proposals for most asset classes include trading in short term and long term situations via company shares and derivatives.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of Queensland, 1969
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Margin Lending
- Generic
- 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.