"I look to optimise investment performance for my wholesale and sophisticated clients by providing them with clear and considered investment advice."
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
- Portfolio Administration
- Stockbroking
- Fixed Interest and Cash Management
- Superannuation Advice
- Wealth Management
- Margin Lending and Gearing Strategies
Investment Style
Roger generally concentrates on portfolio building for wholesale and sophisticated clients. 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
Qualifications
- Bachelor of Commerce, University of Queensland, 1971
- Certified Practising Accountant, CPA, 1975
Professional Associations
- Certified Practising Accountant
- Associate of the Australian Institute of Management
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me by way of salary.