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Brett Boardman
MAppFin
Senior Investment Adviser
I am dedicated to a ‘client first’ focus by providing clear and considered investment advice, ensuring portfolio allocations meet the client’s overarching investment plan and goals.
Brett is a Senior Investment Adviser in the Spring Hill branch and has 20 years of experience in the financial services industry. He provides investment and financial advice to a range of sophisticated investors, from ultra high net worth individuals to not-for-profit organisations. Brett’s specific services are more akin to a family office, which includes family business, succession strategy, aged care and private equity.
Investment Style
Brett provides objective advice on portfolio management focusing on all levels of the investment process, including security and strategy analysis, portfolio construction, asset allocation and performance evaluation, believing that each allocation in a client’s portfolio serves a distinct purpose. At all times, his focus is on the individual client’s investment needs and achieving the highest possible risk adjusted returns.
Services and Specialties
Superannuation Advice
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Portfolio Administration
Stockbroking
Qualifications and Professional Affiliations
Master of Applied Finance
Ethics and Professional Relationships
Bachelor of International Business
Graduate Diploma in Applied Finance and Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Margin Lending
Generic
Superannuation
Managed Investments
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. My employer remunerates me by way of percentage of fees. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
