"I seek to maximise my clients' wealth and manage their risk through considered advice and proven investment strategies."
I have worked in and around financial markets for many years. Prior to Morgans, I worked in State Government, KPMG Risk Advisory and private consultancy. It is this broad experience that ensures I understand my clients' needs and investment objectives and tailor solutions to these.
Services and specialities
- Wealth Management
- Stockbroking
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Superannuation Advice
Investment Style
My focus is on delivering profitable investment opportunities for my clients. I achieve this through detailed bottom-up fundamental analysis across the majority of ASX sectors, industries and asset classes. This focus centres around direct equities investment and wealth management for small business owners, professionals and retirees.
Industry Education & Experience
Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology, 2003
- Certificate IV in Financial Services, AAMC, 2008
- Bachelor of Health Science , Queensland University of Technology, 2003
- Professional Diploma in Stockbroking, Stockbrokers Assiciation of Australia , 2013
Approved Competencies
- Generic
- Securities
- Margin Lending
- Managed Investments
- 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. 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.