Stockbroking | Wealth Management | Corporate Advice

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Steven Wright

GDipFin BEcon MSAFAA

Authorised Representative: 000259621

Director - Fixed Interest & Wealth Products

"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.