"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
• Stockbroking
• Wealth Management

Investment Style

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

Qualifications

• Bachelor of Economics, University of Qld, 1983
• Graduate Diploma of Finance, RMIT,

Professional Associations

• Australian Institute of Company Directors
• Certified Finance and Treasury Professional
• Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
• Tax (Financial) Adviser

Approved Competencies

• 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 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.