"I help clients achieve their goals by simplifying the process of investing with a structured plan of focus, discipline and patience."
Before starting with Morgans, Roger ran his own travel company that he founded after recognising a gap in the hotel market. He has been a long-term client of Morgans and has always had a keen interest in the equities markets, building his knowledge through extensive reading and research. Roger completed a Diploma of Financial Planning through Kaplan to formalise his education and prepare for a career at Morgans.
Services and specialities
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Roger helps clients achieve their individual financial goals by simplifying the process of investing, taking a long-term view and focusing on the highest-quality companies with proven track records of outperforming the market.
Combining the award-winning research team at Morgans, as well as his own screening criteria and structured investing approach, Roger provides regular communication and quality service to help build long-term wealth for clients.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Kaplan, 2017
- Associate Diploma of Business (Marketing), Lorraine Martin, 1993
- Tier 1 Margin Lending - Personal Advice, Kaplan, 2017
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- 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 salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.