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Mark Davies
Director - Victoria/Senior Investment Adviser
I provide objective advice based on informed analysis, prudent judgement, with clear and consistent investment advice and strategy that are the core objectives in helping you make those decisions.
Mark has worked as a Financial Adviser for over 25 years. A graduate of the Securities Institute of Australia (SIA), Mark worked for ANZ McCaughan as a Private Client Adviser. Mark then became a Senior Private Client and Institutional Adviser and Director with EL & C Baillieu. Before joining Morgans, Mark spent 11 years at JM Financial Group.
Investment Style
Mark focuses on medium to long term portfolio construction. He focuses on building portfolios that can provide both income and/or growth strategies via direct share exposure. Mark has particular focus on small to medium companies with long term capital growth potential. Mark also has a particular interest in providing direct equity advice to self managed superannuation funds.
Services and Specialties
Self-Managed Super Funds
Portfolio Administration
Wealth Management
Stockbroking
Fixed Interest and Cash Management
Philanthropic Services
Qualifications and Professional Affiliations
SDIA Accreditation Program - Tier 1
Margin Lending & Geared Investments
Certificate in Financial Markets
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Securities
Managed Investments
FASEA Financial Adviser Exam
Derivatives Level 1
Tax (financial) Adviser
ASIC Financial Advisers Register
Generic
Margin Lending
Direct International Equities Trading Adviser
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.
