"I consider your needs as a whole and aim to provide comprehensive advice based on informed analysis, prudent judgement and diligent effort."
Heath has worked for Morgans since 1999. Prior to moving to the Gold Coast, Heath was a partner in the Townsville office of Morgans and an Adjunct Lecturer at James Cook University, where he lectured in personal portfolio management and investment analysis. Heath was appointed Branch Manager of Morgans, Gold Coast in 2006.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
Investment Style
Heath focuses on long-term portfolio management, but actively seeks to exploit short-term opportunities in equities, derivatives and other asset classes. Heath’s investment advice is based on a full and complete understanding of each client and their particular needs. He incorporates issues such as risk profiling and asset allocation in order to generate tax-effective income and growth for his clients.
Industry Education & Experience
Qualifications
- Graduate Diploma in Applied Finance and Investment, Finsia, 2004
- Diploma of Technical Analysis, Finsia, 2002
- Bachelor of Commerce, James Cook University, 2000
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.