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Laine Brandis
BCom(EcFin)
Private Client Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Laine has been working within the finance services industry since 1998. Throughout these years, he has worked in many fields which have provided him with a broad knowledge of the industry, ranging from stockbroking to portfolio performance analysis and financial planning. Since early 2000, Laine has devoted his expertise to the investment field and now focuses solely on being an Investment Manager.
Investment Style
Laine works with a holistic approach to develop robust and disciplined but flexible wealth creation strategies to suit each client's particular circumstances and goals. His areas of interest include direct equities and superannuation. He also specialises in the mid cap resources industry. Laine's ability to draw on his experience and knowledge aims to ensure the recommended investment approach is designed to match clients’ expectations.
Services and Specialties
Wealth Management
Superannuation Advice
Stockbroking
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Commerce (Economics & Finance)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Superannuation
FASEA Financial Adviser Exam
Managed Investments
ASIC Financial Advisers Register
Tax (financial) Adviser
Securities
Financial Planning
Direct International Equities Trading Adviser
Generic
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
