"I aim to maximise the long term wealth of my clients so they can enjoy the lifestyle they desire. I manage their money as if it were my own."
Sean has worked in the financial services industry since 1987 and has been directly advising and managing clients’ money since 1994. His past professional experiences has provided great opportunities to learn and has helped pave the way to where he is today. Previously Sean worked at Bankers Trust and Credit Suisse gaining valuable experience and developing important contacts.
Services and specialities
- Portfolio Administration
- Wealth Management
- Self-Managed Super Funds
- Stockbroking
- Retirement and Estate Planning
- Fixed Interest and Cash Management
Investment Style
As a Director of Morgans Brighton, Sean knows how hard you have worked to get where you are today and appreciates how challenging it is to continually manage the ongoing priorities of everything on your plate. Sean actively manages and administers your investment affairs to enable you to spend more time doing the things that are most important to you.
Industry Education & Experience
Qualifications
- CERTIFIED FINANCIAL PLANNER®, FPA, 1997
- Diploma of Financial Planning, Deakin University, 2002
- Ethics and Professional Relationships, QUT, 2020
- Series 7, NASD Accreditation, 2000
Approved Competencies
- Superannuation
- Financial Planning
- Securities
- Managed Investments
- Margin Lending
- Generic
- 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.