"I work closely with my clients to develop sound strategies that enable them to achieve their key personal and financial objectives through building customised investment portfolios and structures."
Les has been a professional licensed adviser since 1999 with over 8 years experience as a Senior Financial Adviser providing clients with a complete wealth management service, including Self-Managed Super Funds. He also has over 5 years experience specialising in providing clients with strategies designed to optimise benefits from GESB West State Super and GESB Gold State Super.
Services and specialities
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Les works closely with his clients to develop sound, disciplined and flexible wealth creation strategies incorporating appropriate investment structures, tax-effectiveness, superannuation and retirement planning.
Industry Education & Experience
Qualifications
- Bachelor of Arts (Economics & Industrial Relations), Univeristy of Western Australia, 1986
- Diploma of Applied Finance and Investment, Securities Institute of Australia, 1992
- Ethics and Professional Relationships, QUT, 2020
- Master of Business Administration (MBA), University of Western Australia, 1994
- Master of Industrial Relations, University of Western Australia, 1989
- Graduate Diploma of Financial Planning, Securities Institute of Australia, 2003
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me as your adviser by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.