"I look to optimise the quality of life of my clients' by providing them with clear and considered investment advice and strategy."
Marijan is a Senior Investment Adviser with vast experience in the Australian securities industry.
Services and specialities
- Margin Lending and Gearing Strategies
- Options and Warrants
- Self-Managed Super Funds
- Superannuation Advice
- Wealth Management
Investment Style
Marijan has extensive experience in portfolio construction and management; while tailoring investment strategies according to client needs. He can also provide sound advice in regards to derivative investments and on short-term trading situations in Australian equities.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Monash University, 1997
- Graduate Diploma in Applied Finance and Investment, Securities Institute, 2001
- Graduate Diploma of Financial Planning, Securities Institute of Australia, 2004
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- 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.