Stephen McAllister

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Authorised Representative: 000260003

Senior Client Adviser

"I provide leading advice formed by sound analysis and market awarenesss aimed at optimising client returns."

Stephen commenced his career with Morgans Stockbroking in 1992, and after six years relocated to the UK were he worked in Funds Management as an Equities and Bond Dealer, then Assistant Fund Manager for ABN AMRO Funds Management. Stephen returned to Australia and recommenced working with Morgans, where he is now a Senior Client Adviser in the Edward Street office.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Portfolio Administration
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

Investment Style

Stephen has a particular interest and expertise in investing in equities and other ASX listed products by actively managing portfolios and providing full service advice. He does this by taking a fundamental approach to both short and long term investing.

Industry Education & Experience

Qualifications
  • Professional Diploma in Stockbroking, Deakin University, 2004
  • SDIA Accreditation Program, Deakin University, 2003
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Edward Street Stockbroking Pty Ltd which operates the business of Morgans Financial Limited - Brisbane - Edward St. As a shareholder of Edward Street Stockbroking Pty Ltd, I may be entitled to a share of profits. As a Partner of Edward Street Stockbroking Pty Ltd, I will be entitled to a share of profits. As a Director of Edward Street Stockbroking Pty Ltd, I will be entitled to a share of profits.