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Henry McQuinn
Private Client Adviser
I assist my clients in their journey of long-term wealth creation through the use of detailed analysis, sound judgement and hard work.
Henry’s interest and passion for financial markets started at an early age and he commenced active investment on his personal account in the early 2000s. He was Dux (Monash University 2006) in a Bachelor of Business and Commerce with a major in Economics and a minor in Finance. Henry’s prior work experience includes employment as a specialist Derivatives Adviser at an independent Adelaide broking firm, as an Economist within a Government Department, and a corporate role with a FTSE 250 company in Europe.
Investment Style
Henry’s experience and passion centres on asset allocation, portfolio construction, and equity investment. He appreciates the importance of each client’s unique investment profile which is paramount to developing an appropriate investment strategy. Open and honest communication on a regular basis provides the foundation for each client-adviser relationship.
Services and Specialties
Wealth Management
Fixed Interest and Cash Management
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Qualifications and Professional Affiliations
Superannuation
Bachelor of Business & Commerce
Ethics and Professional Relationships
SDIA Accreditation Program - Tier 1
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Superannuation
Derivatives Level 1
Derivatives Level 2
Managed Investments
Generic
Derivatives Level 3
Margin Lending
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Tax (financial) Adviser
ASIC Financial Advisers Register
I am employed by Unley Partners Pty Ltd which operates the business of Morgans Financial Limited - Unley. My employer remunerates me by way of percentage of fees. As a shareholder of Unley Partners Pty Ltd, I may be entitled to a share of profits. As a Director of Unley Partners Pty Ltd, I will be entitled to a share of profits.
