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Andrew Inglis
BCom GDipFinPlan
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.
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.
Services and Specialties
Superannuation Advice
Fixed Interest and Cash Management
Financial Planning
Stockbroking
Portfolio Administration
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Commerce
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Tax (financial) Adviser
Life Insurance
ASIC Financial Advisers Register
Margin Lending
Securities
Superannuation
FASEA Financial Adviser Exam
Generic
Derivatives Level 1
Financial Planning
Managed Investments
Direct International Equities Trading Adviser
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary and percentage of fees.
