"I work closely with clients to understand their situation and goals, developing a personalised investment approach that assists them to achieve the financial outcomes they require or aspire to."
Paul has worked in the stockbroking industry since 1996 having started his career with Morgans founder Paul 'Porky' Morgan. He went on to become a partner at Bell Morgan before merging with Bell Potter where he was a Senior Adviser for over 20 years. Paul joined Morgans Financial in 2019 where his focus has been developing close ongoing relationships with clients to help them achieve their financial goals
Services and specialities
- Stockbroking
- Wealth Management
- Portfolio Administration
- Self-Managed Super Funds
- Margin Lending and Gearing Strategies
Investment Style
Paul specialises in portfolio construction for a wide range of investors catering for both short and long-term strategies. His focus is on ASX 200 companies but also has a strong interest in the resources and energy sectors.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of Queensland, 1994
- Graduate Diploma of Applied Finanace and Investment, Securities Insitute Australia, 2001
- Ethics and Professional Relationships, QUT, 2020
- SDIA Superannuation, RMIT University, 2003
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.