Andrew Inglis

BCom GDipFinPlan

Authorised Representative: 001000151

Private Client Adviser

"I like to obtain a complete picture of a client’s situation, objectives and risk profile in order to provide personalised advice that addresses the client’s objectives and creates long term wealth."

Andrew has been working in financial markets since 2002 with the majority of this time spent advising clients as a stockbroker and financial planner. Prior to 2002 he had extensive experience in successfully managing medium sized businesses in the aquaculture and food processing industries, which has given him a practical understanding of the challenges of running a business.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Portfolio Administration
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice

Investment Style

Andrew employs a disciplined approach to investment selection and analyses a number of criteria including: the medium to long term growth outlook, the profitability and financial strength of a company, its track record and the quality of management. Companies that meet these criteria are then purchased at appropriate valuations.

Industry Education & Experience

  • Bachelor of Commerce, University of Tasmania, 1981
  • Graduate Diploma of Financial Planning, Finsia, 2007
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2016
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me as your adviser by way of salary and percentage of fees.