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Karl Brosnan
BBus GDipFP ASIA
Branch Manager
When clients speak to me regarding their investment portfolios and wealth creation objectives, I provide them with well thought-out advice and strategies which aim to enhance their lifestyle.
Karl joined Morgans in 2003 and has built a solid base of private clients. Karl works with his clients to gain a complete understanding of their specific investment goals and objectives. His background includes international work experience with London broking firms and equity analysis experience whilst working and studying in the Netherlands. Karl became a Partner of Ulton in 2007.
Investment Style
Karl has extensive knowledge of the financial markets. He specialises in stockbroking and portfolio management as well as having a strong interest in wealth building, superannuation and retirement and lifestyle planning.
Services and Specialties
Portfolio Administration
Margin Lending and Gearing Strategies
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Business (Economics & Marketing)
Investment Administration Qualification
Associations
Affiliate Member of the Institute of Chartered Accountants Australia
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
ASIC Financial Advisers Register
Tax (financial) Adviser
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
Managed Investments
Life Insurance
Margin Lending
Financial Planning
Derivatives Level 1
Securities
Superannuation
I am employed by KJB Enterprises Pty Ltd which operates the business of Morgans Financial Limited - Bundaberg. My employer remunerates me by way of salary.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
