"I provide objective advice based on informed analysis, prudent judgement and over 20 years experience working and investing in the sharemarket."
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Self Managed Super Funds
- Superannuation Advice
- Wealth Management
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.
Industry Education & Experience
- Financial Services, Central TAFE, 2002
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 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.
- Managed Investments
- Margin Lending