"Based on my extensive experience in stockbroking, funds management and in industry, I seek to provide my clients with personalised objective advice consistent with their financial objectives and risk preferences."
Clive is a Senior Adviser of Morgans' Redcliffe Branch. During his extensive career he completed a Bachelor of Commerce Degree at University of Queensland and an MBA at Macquarie University. Clive's history includes managing stockbroking operations, General Manager - Investments, an Executive Director in funds management and over twenty years experience in a variety of roles in industry.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Self Managed Super Funds
- Superannuation Advice
- Wealth Management
Clive provides a full service operation for the benefit of his private clients by applying his extensive business experience, knowledge of the investment industry and portfolio construction techniques.
Industry Education & Experience
- Bachelor of Commerce, University of Queensland, 1976
- Master of Business Administration (MBA), Macquarie University, 1983
- Tax (Financial) Adviser
- Past member of the Australia Society of Certified Practising Accountants (1985-2007)
I am employed by 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.
- Derivatives Level 1
- Managed Investments
- Margin Lending