"I look to optimise investment performance for my wholesale and sophisticated clients by providing them with clear and considered investment advice and strategy."
Angus has been in the financial services industry since 1964, when he worked for JB Frank Charlton. Since then, he has held positions advising with Hoare Govett (London) in the International Department, on the International and Institutional Desks of Midland Doherty (Toronto), and as both a Private and Institutional Client Adviser for Wilson & Co.
Services and specialities
- Stockbroking
- Fixed Interest and Cash Management
- Portfolio Administration
Investment Style
Angus has a number of clients who prefer to trade situational opportunities (such as energy) yet also specialises in long term portfolios with a strong business case and appropriate income yields. Angus enjoys seeking potential growth opportunities within the market in both large and small cap stocks.
Industry Education & Experience
Qualifications
- Diploma of Business Psychology, Queensland University of Technology, 1965
Professional Associations
- Board Member of the Southport School Foundation
- Investment Advisory Board Member - Australian Olympic Foundation
- Board Member of Morgans Foundation
Approved Competencies
- Generic
- Managed Investments
- Securities
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.