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Heath Hill
Branch Manager - Gold Coast
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.
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.
Services and Specialties
Fixed Interest and Cash Management
Portfolio Administration
Stockbroking
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Options
Qualifications and Professional Affiliations
Diploma of Technical Analysis
Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Managed Investments
Generic
Superannuation
ASIC Financial Advisers Register
Life Insurance
Derivatives Level 3
FASEA Financial Adviser Exam
Financial Planning
Derivatives Level 2
Securities
Direct International Equities Trading Adviser
Margin Lending
Tax (financial) Adviser
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
