"I consider your needs as a whole and aim to provide objective advice based on informed analysis, prudent judgement and diligent effort."
Ed has worked for Morgans since 2000, initially in the wealth management field, before moving to a role in private client advisory and investment management. Ed joined the Gold Coast office in 2011.
Services and specialities
- Fixed Interest and Cash Management
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
Investment Style
Ed seeks to create long-term wealth by employing a personalised and holistic approach to financial planning and investment management. In developing recommendations for his clients, he takes care in ensuring that their individual needs and objectives are identified and appropriately considered.
Approved Competencies
- Derivatives Level 1
- 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 percentage of fees.