Ashley Greaves

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Authorised Representative: 000259136

Branch Manager / Senior Client Adviser

"I provide objective advice based on informed analysis, prudent judgement and diligent effort."

Ashley joined Morgans in 1987 and over this period performed various roles, including being a member of the derivatives trading desk. In 1998 he moved to the Ipswich office as a Private Client Adviser, before helping to establish the office in Redcliffe in 2007. He is joint manager of the Redcliffe office.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Options and Warrants
  • Portfolio Administration
  • Stockbroking
  • Wealth Management

Investment Style

Ashley concentrates on both building and maintaining wealth conservatively and more assertively depending on his individual clients' circumstances and goals. Ashley is experienced in long term portfolio strategy, short term trading opportunities, fixed interest, margin lending, managed funds and warrant and option strategies.

Industry Education & Experience

Qualifications
  • Financial Services, Central TAFE, 2002
  • ASX/ACH Responsible Executive, ASX, 2007
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
I am a partner of Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Redcliffe City Equities Pty Ltd, I may be entitled to a share of profits. As a Partner of Redcliffe City Equities Pty Ltd, I will be entitled to a share of profits.