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Chris Oldroyd
GDipAppFin(FinPlan) BBus(BanFin)
Branch Manager
I strive to gain an in-depth understanding of a client's investment goals, financial circumstances, needs and objectives, thereby ensuring that the appropriate strategies and investments are made for my clients.
Chris has been in the stockbroking/investment industry since 2004. Prior to joining Morgans as a Private Client Adviser, Chris was employed as Equities Adviser with several other major stockbroking companies.
Investment Style
Chris's investment style is value/fundamentally based, although he does undertake some trading strategies which are supported by 'in house' research. His particular specialisation is focused around construction of quality, diversified investment portfolios which aim to provide steady growth in income and capital over the medium to longer term through direct investments which are fundamentally research-based.
Services and Specialties
Stockbroking
Superannuation Advice
Wealth Management
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Options and Warrants
Qualifications and Professional Affiliations
Bachelor of Business (Banking & Finance)
Ethics and Professional Relationships
Graduate Diploma of Applied Finance (Financial Planning)
ASX Markets Responsible Executive Exam
DFP5v1 Tax for Financial Advising
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Generic
Derivatives Level 2
Managed Investments
Financial Planning
Margin Lending
Securities
Superannuation
Derivatives Level 1
I am a partner of Morgans (Orange) which operates the business of Morgans Financial Limited - Orange. My employer remunerates me by way of percentage of fees. As a Partner of Morgans (Orange), I will be entitled to a share of profits.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
