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Brad Burns
Private Client Adviser
I filter the white noise and provide you with objectivity and guidance to help you make meaningful decisions.
Brad has been working in the financial markets since 1997. Over his time, he has been an Equity Operator, a Derivatives Operator, has spent a period working for GLG Partners (Hedge Fund) in London and is now a Senior Adviser. Brad holds a Bachelor of Business (Finance) as well as a Graduate Diploma of Applied Finance and Investment.
Investment Style
Brad specialises in offering a holistic approach when providing investment advice to meet clients' individual needs. Brad is focussed on wealth creation and providing a high standard of service. His areas of expertise include providing advice on strategies that involve a mixture of equities and derivatives to provide the opportunity to generate extra income for his clients' portfolio.
Services and Specialties
Options and Warrants
Wealth Management
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Philanthropic Services
Qualifications and Professional Affiliations
Bachelor of Business
Graduate Diploma of Applied Finance & Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Direct International Equities Trading Adviser
Derivatives Level 1
Managed Investments
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Superannuation
Margin Lending
Tax (financial) Adviser
Derivatives Level 2
Generic
Securities
Derivatives Level 3
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.
