"I am passionate about helping clients achieve great outcomes from the opportunities that financial markets can present. Making well-informed decisions is key for any client to reach their goals."
Andrew is a Senior Investment Adviser at Morgans and has been in the financial services industry since 1994. With an equities research background, Andrew is able to critically evaluate investment opportunities for his clients. Andrew specialises in providing equities advice and can help build a quality investment portfolio designed to meet a client's objectives. Andrew is also qualified to provide superannuation and financial planning advice.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Andrew believes in active investment management and sees the benefits of managing a portfolio on a holistic basis which can incorporate investments from each asset class. Andrew uses a combination of fundamental and quantitative analysis to determine specific investment opportunities and will often seek out different views in the market to validate an investment idea.
Industry Education & Experience
Qualifications
- Bachelor of Business, RMIT, 2000
- Ethics and Professional Relationships, QUT, 2020
- Graduate Diploma of Applied Finance & Investment, FINSIA, 2008
- Graduate Certificate in Financial Planning, FINSIA, 2005
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.