"I provide comprehensive, objective and appropriate advice based on a full consideration of your individual circumstances, investment profile and financial goals."
In developing portfolios and strategies, Brent adopts a holistic approach to tailor solutions to each client's individual situation. He has extensive investment experience gained over many years in the industry, first class honours in law and was awarded the dux prize for the top mark in the Graduate Diploma of Financial Planning (Vic/Tas).
Services and specialities
- Financial Planning
- Personal Insurance
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Brent prefers the control and transparency of investing through direct equities and employs a disciplined and well researched approach to investment selection. Combining fundamental and technical analysis, Brent systematically applies a number of criteria to identify appropriate investment opportunities for clients.
Industry Education & Experience
Qualifications
- Bachelor of Commerce & Law, University of Tasmania, 2002
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- CERTIFIED FINANCIAL PLANNER®, Financial Planning Association of Australia, 2009
- Graduate Diploma of Financial Planning, FINSIA, 2007
- Ethics and Professional Relationships, QUT, 2020
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 percentage of fees. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.