Anthony Walsh

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Authorised Representative: 000289304

Private Client Adviser

"I provide informed, objective advice based on considered analysis of circumstances, drawing on extensive experience to offer prudent judgement and a diligent work ethic."

Anthony has worked in Stockbroking since 1994, commencing on the institutional desk with a leading Melbourne firm, before joining that company's private client division in 1996. Anthony opted to join RBS Morgans Caloundra in 2005, to pursue lifestyle and business opportunities on the Sunshine Coast with his young family.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Options and Warrants
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

Investment Style

Anthony researches blue chip companies for equity and derivative opportunities, particularly for superannuation funds and high net worth clients. He has found success with clients who appreciate an active management approach.

Industry Education & Experience

Qualifications
  • Bachelor of Economics (Accounting), La Trobe Uni, 1990
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Daddo Barratt Broking Pty Ltd which operates the business of Morgans Financial Limited - Caloundra. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Daddo Barratt Broking Pty Ltd, I may be entitled to a share of profits. As a Partner of Daddo Barratt Broking Pty Ltd, I will be entitled to a share of profits.