"I provide specialist advice and services to philanthropic, church and Not-for-Profit clients."
In addtion to providing advice to the Not-for-Profit sector, Steven is resposnsible for Morgans' fixed interest and wealth management services. He also works extensively with a range of companies looking to raise debt and hybrid capital.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Philanthropic Services
- Wealth Management
Steven's extensive funds management experience means that he focuses on building diversified long term portfolios for more conservative church and charitable investors.
Industry Education & Experience
- Bachelor of Economics, University of Qld, 1983
- Graduate Diploma of Finance, RMIT,
- Australian Institute of Company Directors
- Certified Finance and Treasury Professional
- Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
- Tax (Financial) Adviser
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. 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.
- Managed Investments
- Margin Lending