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Leigh Filipovic
BCom BA DipFS(FP)
Partner - Morgans Brighton
I aim to create and, preserve wealth through sensible financial management, informed analysis and prudent judgement.
Leigh advises a diverse range of clients on both wealth creation and preservation through effective and sensible financial management. Leigh has extensive experience in financial markets across both corporate finance and personal finance. Prior to joining Morgans, Leigh was employed by KPMG Corporate Finance where he specialised in mergers and acquisitions.
Investment Style
Leigh offers his experience and expertise to clients seeking personalised and sophisticated wealth management and investment advice. This advice includes the development of a personalised investment strategy spanning the primary asset classes of shares, listed property, fixed interest and cash. Active ongoing management and regular personal contact are a key part of Leigh's ongoing service offering.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Margin Lending and Gearing Strategies
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce
Bachelor of Arts
Diploma of Financial Services (Financial Planning)
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
Tax (financial) Adviser
Managed Investments
Generic
Superannuation
Financial Planning
Margin Lending
Securities
Derivatives Level 1
I am a partner of Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary. As a Partner of Antaeus Investment Trading Pty Ltd, I will be entitled to a share of profits.
