"Informed by many years of experience, I work with clients to implement investment strategies appropriate to meeting their financial objectives, consistent with their risk tolerance."
Bernard is one of our more experienced Advisers. Apart from stockbroking, his extensive prior experience in the financial services sector has included investment/merchant banking, investment management and securities analysis and research for a combined period of around 45 years.
Since entering stockbroking some 25 years ago, he has worked with Bankers Trust, Merrill Lynch and Tolhurst/Patersons. Executive responsibilities have included Director and Head of a large dealing desk.
Services and specialities
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
- Margin Lending and Gearing Strategies
- Fixed Interest and Cash Management
Investment Style
Bernard manages a retail client base with a focus on higher net worth individuals, particularly within the superannuation fund space. The value he brings to client relationships is based on practical experience, appropriate tertiary qualifications, a disciplined investment evaluation process, proactive portfolio management strategies and a commitment to client service.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of Melbourne, 1971
- Professional Diploma in Stockbroking, Deakin, 2010
- Ethics and Professional Relationships, QUT, 2020
- Financial Adviser Standards and Ethics Authority Industry Exam, FASEA, 2021
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of percentage of fees.