"I am dedicated to a 'client first' focus, with a view to building long term relationships. I specialise in strategic, tailored investment solutions to create and preserve wealth."
I have a top down investment style focusing on medium to long-term investment outcomes. I apply a detailed understanding of macro-economic, global and sectoral issues along with fundamental analysis of individual investment opportunities. I believe strongly in the benefits of quality, diversified investment portfolios.
Services and specialities
- Fixed Interest and Cash Management
- Options and Warrants
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
I am a Senior Investment Adviser and Principal of the Spring Hill office. Before joining Morgans I was a Director – Investment Adviser at Goldman Sachs JBWere. I provide advice on Australian equities, international equities, property trusts, fixed interest and hybrid securities, cash, managed funds, options, and warrants.
Industry Education & Experience
Qualifications
- Bachelor of Economics, University of Queensland, 1990
- Ethics and Professional Relationships, QUT, 2020
- Graduate Diploma of Business, QUT, 1991
- Graduate Diploma of Applied Finance, Securities Institute of Australia, 2005
- Bachelor of Arts, University of Queensland, 1988
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.