"I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments."
Roger has had more than 40 years experience as a successful investor as a Director of a private company. He has been a Private Client Adviser and a Team Leader with Morgans since 1998. Prior to joining Morgans, Roger ran and owned a number of successful companies in the Computer and Leisure industries.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Superannuation Advice
- Wealth Management
Roger generally concentrates on portfolio building for both large and small clients constructed with the knowledge of the client's income objectives and risk profile. He specialises in direct share and property trust investing for individuals superannuation funds and private companies seeking tax effective capital appreciation and income.
Industry Education & Experience
- Bachelor of Commerce, University of Queensland, 1971
- Certified Practising Accountant, CPA, 1975
- Certified Practising Accountant
- Associate of the Australian Institute of Management
I am employed by New Quattro Pty Ltd which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me as your adviser by way of salary. As a shareholder of New Quattro Pty Ltd, I will be entitled to a share of profits.
- Managed Investments
- Margin Lending