"A client centric focus for a common goal by partnering with like minded people through a collaboration of resources and diligent effort."
Having originated from a rural commodities background with a focus on rural management. Hugo has spent considerable time working with individuals, accounts, financial planners, large community organisations and not-for-profit foundations that are still his focus to date.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Hugo's focus is on long term individual client relationships and goals that are endevoured to be achieved by equity market solutions employed throughout the various economic cycles.
Industry Education & Experience
Qualifications
- Bachelor of Applied Science, University of Queensland, 1993
- Diploma Export Management , University of Queensland, 1993
- Professional Diploma in Stockbroking, Stockbrokers Association of Australia, 2010
- Ethics and Professional Relationships, QUT, 2020
- SDIA Accreditation Program RG146, SDIA, 2002
- Superannuation Module, RMIT, 2004
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a shareholder of MHP Capital Pty Ltd which operates the business of Morgans Financial Limited - Holland Park. As a shareholder of MHP Capital Pty Ltd, I will be entitled to a share of profits.