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Bob Conway
Senior Client Adviser
I provide objective advice based on informed analysis, prudent judgement and over 20 years experience working and investing in the sharemarket.
Investment Style
Bob advises on Australian shares with a focus on creating wealth through 'Blue Chip' investment portfolios over the medium to longer term. His style of investment focuses on investing in Australian companies inside the ASX 200 as well as identifying opportunities in smaller, higher growth businesses where significant value can be added.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Stockbroking
Superannuation Advice
Qualifications and Professional Affiliations
Financial Services
Associations
No items found.
Competencies
Margin Lending
Superannuation
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Tax (financial) Adviser
Securities
Generic
Managed Investments
ASIC Financial Advisers Register
I am a partner of Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me by way of salary and 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.
