"I aim to provide long term wealth creation through objective, informed and judicious analysis."
Kenneth gained employment at Morgans in the Managed Portfolio Department while finishing his degree in 2011. Throughout his time at Morgans, Kenneth has gained valuable experience in a broad range of financial areas. His focus is on providing long term wealth creation strategies for private clients.
Services and specialities
- Margin Lending and Gearing Strategies
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Kenneth focuses on providing a full range of investment services to retail clients. He looks to provide comprehensive analysis on investments in Australian Listed Equities and Listed Fixed Interest Securities to build effective plans to create and enhance clients wealth. Kenneth also provides short term, tactical trading advice provided it is in keeping with the clients risk profile.
Industry Education & Experience
Qualifications
- Bachelor of Economics, University of Queensland, 2011
- Diploma of Financial Planning, Kaplan, 2013
- ASIC Market Integrity Rules (Securities Markets) 2017 & ASX Clear Operating Rul, SAFAA, 2021
Professional Associations
- Affiliate Member of the Financial Services Institute of Australasia
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.