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Louis Dooley
Investment Adviser
As your trusted adviser, my goal is to ensure your capital works efficiently for you over the long-term, so you can focus on what is most important to you in life.
Louis is a qualified investment adviser who is passionate about helping his clients achieve financial independence through well-informed, bespoke advice. He aims to establish long-term relationships built on trust and is passionate about helping his clients achieve their financial goals.
Investment Style
Louis specialises in providing investment advice, focusing on listed Australian and international equities. Using a fundamental valuation process and complimented by digital analysis tools, Louis is passionate about finding investment opportunities that are most appropriate for his clients. Louis endeavours to provide a comprehensive portfolio management solution that assist his clients to create, preserve and utilise their wealth.
Services and Specialties
Fixed Interest and Cash Management
Financial Planning
Stockbroking
Portfolio Administration
Wealth Management
Superannuation Advice
Qualifications and Professional Affiliations
Bachelor of Business
Accredited Derivatives Adviser Level One
FPC002B Ethics and Professionalism in Financial Advice
Graduate Diploma in Financial Planning
FPC001B Economic and Legal Context for Financial Planning
Associations
No items found.
Competencies
Generic
Securities
Derivatives Level 1
Superannuation
Financial Planning
Managed Investments
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.
