"With a wealth of experience working together with clients, my aim is to provide an engaging full service stockbroking experience."
I have significant experience in financial planning and wealth management. With over 15 years experience in direct equities markets and customised professional services, I offer an engaging and holistic approach to portfolio management.
Services and specialities
- Financial Planning
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Wealth Management
Investment Style
Individual and customised risk based global portfolio management.
Industry Education & Experience
Qualifications
- Certified Financial Strategist, CFS, 2014
- Diploma of Financial Services (Financial Planning) , Intergratec, 2003
Professional Associations
- Association of Independently Owned Financial Professionals
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Securities
- Superannuation
I am employed by SWIS ABN Pty Ltd which operates the business of Morgans Financial Limited - Warrnambool. My employer remunerates me by way of salary. As a shareholder of SWIS ABN Pty Ltd, I may be entitled to a share of profits. As a Director of of SWIS ABN Pty Ltd, I will be entitled to a share of profits.