"I use an asset allocation approach which is consistent with my clients’ tolerance for volatility, so they can enjoy their lives instead of spending time worrying about their portfolios."
Glenn moved from Sydney in 2004, with his wife Lisa and their 2 children, to establish the Morgans Traralgon office. Glenn had worked in financial markets in Sydney since 1983 and recognised early the need to combine stockbroking skills and financial planning knowledge.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self Managed Super Funds
- Superannuation Advice
- Wealth Management
Glenn structures portfolios to suit each client's risk profile. He builds portfolios around core stocks across most sectors, with a focus on dividend income. Glenn believes that listed fixed interest or hybrid securities have a place in most portfolios and finds that many clients also want a few smaller stocks to deliver higher returns.
Industry Education & Experience
- Accounting Certificate, Department of Technical and Further Education NSW, 1982
- Diploma of Financial Planning, Deakin University, 2002
- ASX Markets Responsible Executive Exam, SAA via Deakin Prime, 2014
- Member of Stockbrokers and Investment Advisers Association (MeSIAA)
- Tax (Financial) Adviser
I am employed by G & L Sharebrokers Pty Ltd which operates the business of Morgans Financial Limited - Traralgon. My employer remunerates me by way of salary. As a shareholder of G & L Sharebrokers Pty Ltd, I may be entitled to a share of profits.
- Financial Planning
- Managed Investments
- Margin Lending