Axel Raftos

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Authorised Representative: 001251927

Private Client Adviser

"I ensure that my clients articulate their financial goals and objectives, and then provide independent and personalised investment advice, so that their goals are met."

Axel has been working in the financial services industry since 2013 and has experience in stockbroking, legal, consulting and wealth management.

Services and specialities

  • Fixed Interest and Cash Management
  • Investment Advice
  • Portfolio Administration
  • Stockbroking
  • Wealth Management

Investment Style

Axel gives comprehensive investment advice for individuals, corporations and self managed super funds seeking long-term growth and tax-effective income. He has a particular interest in portfolio management for investment, superannuation and retirement.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Accounting), Griffith University, 2016
  • Bachelor of Laws, Griffith University, 2016
  • Diploma of Financial Planning, Monarch Institute, 2017
Approved Competencies
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Margin Lending
  • Superannuation
  • Financial Planning
  • Derivatives Level 1
I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me as your adviser by way of salary and percentage of fees.