"I am dedicated to a "Client First" focus, with a view to building long term relationships."
Scott is a Senior Investment Adviser and Principal of the Spring Hill office. Before joining Morgans in 2008 he was a Director at Goldman Sachs JBWere where he worked in Private Wealth Management for over seven years. Prior to this he worked as an accountant for nine years in both Chartered and Commercial roles.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
My objective is to create and preserve client wealth by producing superior, inflation-adjusted returns over the long term. To achieve this goal, we utilise an asset allocation tailored to suit your risk profile. This incorporates investing in Australian Equities, International Equities, Fixed Interest and Listed Property. The portfolio is research-driven, identifying good quality investments overlayed with a macro economic view.
Industry Education & Experience
Qualifications
- Bachelor of Business, Queensland University of Technology, 1993
- Graduate Diploma of Applied Finance & Investment, Securities Institute of Australia, 2000
Approved Competencies
- 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.