"I provide customised investment advice for individuals and small to medium businesses to help them achieve their unique financial goals."
Brent is equipped with 20 years experience in the financial services industry including 16 years at Australia's largest investment bank providing personalised investment advice prior to moving to Morgans Noosa. Brent works with clients as a private portfolio manager, taking into account client's financial goals whilst providing a disciplined approach to investing in order to assist in achieving these goals.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
Investment Style
Brent is committed to matching investment strategies and needs to ensure clients receive appropriate advice that helps his clients achieve their financial objectives.
Industry Education & Experience
Qualifications
- Bachelor of Business (Banking & Finance), Charles Sturt University, 1992
- Diploma of Financial Planning, Kaplan, 2017
- Margin Lending and Geared Investments, Kaplan, 2010
- FASEA Financial Adviser Exam, FASEA, 2020
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary and percentage of fees. As a shareholder of BRANBO PTY LTD, I may be entitled to a share of profits. As a Director of of BRANBO PTY LTD, I will be entitled to a share of profits.