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Andrew Angus
MSIAA
Retail Equities Manager - Sydney | Senior Investment Adviser
I offer hands-on, prompt service tailored to your needs
Andrew is the Retail Equities Manager for Sydney and a Master Member of the Stockbrokers and Financial Advisers Association, with nearly 20 years of experience in the industry.
Investment Style
Andrew specialises in Australian and international equities, catering to private investors or self-managed superannuation fund (SMSF) structures. His clients entrust him with their personal investment goals and objectives.
Services and Specialties
Superannuation Advice
Wealth Management
Stockbroking
Portfolio Administration
Qualifications and Professional Affiliations
Diploma of Financial Planning
Professional Diploma in Stockbroking
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Derivatives Level 1
Life Insurance
Margin Lending
Financial Planning
Generic
Securities
Managed Investments
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
