Mark Davies

Mark Davies

Authorised Representative: 419585

Director/Head of Equities

“I provide objective advice based on informed analysis, prudent judgement, with clear and consistent investment advice and strategy that are the core objectives in helping you make those decisions.”

Mark has worked as a financial adviser for over 20 years. A graduate of the Securities Institute of Australia (SIA) Mark previously worked for ANZ McCaughan as a private client adviser. Mark then became a senior private client and institutional adviser and Director with EL & C Baillieu. Before joining Morgans, Mark spent 11 years at JM Financial Group.

Services and specialities

  • Stockbroking
  • Self Managed Super Funds
  • Philanthropic Services
  • Portfolio Administration
  • Fixed Interest and Cash Management
  • Wealth Management

Investment Style

Mark focuses on medium to long term portfolio construction. He focuses on building portfolios that can provide both income and/or growth strategies via direct share exposure. Mark has particular focus on small to medium companies with long term capital growth potential. Mark also has a particular interest in providing direct equity advice to self managed superannuation funds.

Industry Education & Experience

Qualifications
  • Graduate, SIA, Melbourne, 1993
Approved Competencies
  • Margin Lending
  • Securities
  • Managed Investments
  • Generics

I am employed by Morgans Holdings (Australia) Pty Ltd which operates the business of Morgans Financial Ltd – Melbourne. My employer remunerates me as your adviser by way of salary and commission. As a shareholder, I may be entitled to a share of profits. I am also eligible to participate in a bonus scheme depending on performance.

Market Indices

ASX 200