"Drawing on global markets experience and informed decision making to work with clients as a trusted adviser in managing their wealth for the long term."
Richard began his professional career in stockbroking in 1995 in Brisbane. Richard furthered his global financial markets experience in London, where he worked for ~10-years on the equity sales and trading desks of global investment houses including Goldman Sachs and Macquarie dealing for and advising professional fund managers.
Services and specialities
- Fixed Interest and Cash Management
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Richard's main focus is on portfolio construction in direct shares to build sustainable wealth. Richard's global markets experience means he is mindful of the importance and influence of macro trends and developments however he believes in the common sense maxim that 'buying quality businesses at reasonable prices is the opportunity'. Richard also has a particular interest in providing direct equity advice to self managed superannuation funds.
Industry Education & Experience
Qualifications
- Bachelor of Economics, University of Queensland, 1994
- Core 1 Securities and Managed Investments Accreditation Program, Deakin University, 2010
- Graduate Diploma of Applied Finance & Investment, Stockbrokers Association, 2000
Approved Competencies
- Derivatives Level 1
- Generic
- 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. I am eligible to participate in a bonus scheme depending upon performance.