With a passion for markets and placing the client at the centre of everything I do, I take pride in assisting clients achieve their objectives in the stock market. Taking into account their goals and objectives, time horizon for investment and tolerance for risk I strive to provide quality advice and unrelenting service.
With over 20 years' experience in Financial markets, Julian has in-depth understanding of listed investments, providing a full service investment advice and stock broking service to high end retail clients along with Sophisticated and Professional investors. Julian's priority is to continuosly provide his clients with quality investment advice, a high level of client service with priority access to deal flow and adding value to client investment portfolios over the medium to long term.
Julian takes an active approach to portfolio management, continuosly reviewing portfolios and with an eye for value identifying entry and exit opportunities in predominately S&P/ASX 200 companies. Julian constructs personalised tailored portfolios and can review existing share portfolios and taking into consideration each client's goal/objectives, appetite for risk and time horizon for investment will advice clients accordingly using a bottom-up top-down approach based on quality research of individual stocks and taking into consideration the overall macro-economic environment and market sector backdrop.
Services and Specialties
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
SDIA Accrediation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
