"I provide objective advice to wholesale and sophisticated clients based on informed analysis, prudent judgement, diligent effort and over 25 years experience."
Wayne has been involved in the financial service industry since 1987, predominantly in institutional equities. He has had a variety of roles including in corporate transactions, general equity advice and management. Wayne's career includes 12 years at UBS, where he was Executive Director Head of Equities in Melbourne for 6 years. He also worked at JP Morgan for 4 years as an Institutional Adviser.
Services and specialities
- Stockbroking
- Fixed Interest and Cash Management
- Wealth Management
- Margin Lending and Gearing Strategies
Investment Style
Wayne specialises in both long only strategies as well as long/short strategies. He has a strong analytical background and uses fundamental analysis to select appropriate investment opportunities. Wayne has had experience in large-cap companies as well as small-cap companies.
Industry Education & Experience
Qualifications
- Bachelor of Business (Accounting), RMIT University, 1983
- Core 1 Securities & Managed Investments Accreditation Program, Deakin University, 2009
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
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. I am eligible to participate in a bonus scheme depending upon performance.