Gordon Barratt

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Authorised Representative: 000259227

Private Client Adviser

"I look to optimise the quality of life of my clients by providing them with clear and considered investment advice and strategy."

Beginning his stockbroking career in 1991, Gordon spent three years as a research analyst before becoming a private client adviser. He joined Morgans in 2003, opening the branch office in Caloundra.

Services and specialities

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

Investment Style

Gordon's interest lies in helping higher net worth clients who are interested in quality companies. He actively invests in blue chip stocks with the view of wealth creation. Gordon also leverages off his previous experience in the mining industry where he has a special interest.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Accountancy), Central Queensland, 1995
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by 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.