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Stephen McAllister
Senior Client Adviser
I provide leading advice formed by sound analysis and market awareness aimed at optimising client returns.
Stephen commenced his career with Morgans Stockbroking in 1992, and after six years relocated to the UK were he worked in Funds Management as an Equities and Bond Dealer, then Assistant Fund Manager for ABN AMRO Funds Management. Stephen returned to Australia and recommenced working with Morgans, where he is now a Senior Client Adviser in the West Perth office.
Investment Style
Stephen has a particular interest and expertise in investing in equities and other ASX listed products by actively managing portfolios and providing full service advice. He does this by taking a fundamental approach to both short and long term investing.
Services and Specialties
Wealth Management
Fixed Interest and Cash Management
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies
Portfolio Administration
Qualifications and Professional Affiliations
SDIA Accreditation Program
Professional Diploma in Stockbroking
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Financial Planning
Managed Investments
Securities
Generic
Margin Lending
I am employed by 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.
