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Matthew Gordon
BBus(Acc) CPA DipFP
Director - Edward St / Stockbroker
Having survived the biggest global financial crisis of our lifetime, I have ample experience to provide investment advice to help clients meet their financial goals and objectives.
Matthew is a senior adviser with Morgans. With background experience in accounting and financial planning, Matthew has over 10 years experience in the finance industry and now specialises in providing investment advice to retail clients on financial investments including Australian and overseas listed equities, fixed interest securities, property trusts and cash investments. Matthew is also an accredited derivatives adviser.
Investment Style
Matthew's investment style is dedicated to the client's financial needs and objectives. Using both fundamental and technical analysis, Matthew carefully considers a suitable investment strategy based on a client's tolerance to risk.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Business (Accounting)
Certified Practising Accountant
Diploma of Financial Planning
Associations
Certified Practising Accountant
Competencies
Superannuation
Direct International Equities Trading Adviser
Derivatives Level 3
FASEA Financial Adviser Exam
Derivatives Level 2
Margin Lending
Financial Planning
Tax (financial) Adviser
Derivatives Level 1
ASIC Financial Advisers Register
Securities
Managed Investments
Generic
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Edward Street. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits. As a Director of NMES Pty Ltd, I will be entitled to a share of profits.
