"I provide objective advice based on informed analysis, prudent judgement and diligent effort."
Brian has been an investment adviser with Morgans since 1987, and was a private trader prior to that. For many years, Brian was engaged as the Technical Analyst for Morgans; providing commentary and research to the entire network and its clients.
Services and specialities
- Portfolio Administration
- Wealth Management
Brian likes to identify fundamentally strong companies that are out of favour, potentially offer value for money, and have strong technical strength. He also studies junior resources companies with potential for speculative gains. He has a particular strength in using technical analysis of US stock market conditions as a forecast of general trends in the Australian share market. Brian also has an interest in providing direct equity advice to self managed superannuation funds.
Industry Education & Experience
- Bachelor of Arts (Economics), University of Sydney, 1979
- Diploma of Education, University of Sydney, 1970
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
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 percentage of fees.
- Managed Investments