Stockbroking | Wealth Management | Corporate Advice

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Stephen Gillon

Stephen Gillon

Authorised Representative: 310640*

Adviser

Industry Experience

Stephen commenced with Morgans in 2007. Prior to this he was an Executive Director and Chairman of Gillon Securities Ltd, an ASX Market Participant specializing in Stockbroking and Wealth management for retail clients. Stephen was a member of the Melbourne Stock Exchange, becoming the Australian Stock Exchange Limited, who has over forty years of valuable industry experience.

Stephen is remunerated by way of base salary and commission and may be eligible to participate in a profit share scheme depending on performance.

Investment Style

Andrew Wallis and Stephen Gillon combine their strengths to provide a greater level of service to their clients. They work closely with their clients to develop a robust, disciplined and flexible wealth creation strategy, and believe that the best long-term results come from developing a plan and committing to it. 

Their ability to draw from previous stockbroking, accounting and investment experience, combined with the disciplines of financial and portfolio management ensures the result is a complete wealth management service, customized to achieve the particular long-term goals of the client.

Professional Associations

  • Member of the Melbourne Stock Exchange
  • Member of the Australian Stock Exchange Ltd (now Master Stockbroker)

ASIC Approved Competencies

  • Securities
  • Superannuation
  • Margin Lending