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Clive Briggs
Senior Client Adviser
Based on my extensive experience in stockbroking, funds management and in industry, I seek to provide my clients with personalised objective advice consistent with their financial objectives and risk preferences.
Clive is a Senior Adviser of Morgans' Redcliffe Branch. During his extensive career he completed a Bachelor of Commerce Degree at University of Queensland and an MBA at Macquarie University. Clive's history includes managing stockbroking operations, General Manager - Investments, an Executive Director in funds management and over twenty years experience in a variety of roles in industry.
Investment Style
Clive provides a full service operation for the benefit of his private clients by applying his extensive business experience, knowledge of the investment industry and portfolio construction techniques.
Services and Specialties
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Wealth Management
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Commerce
Master of Business Administration (MBA)
Associations
Past member of the Australia Society of Certified Practising Accountants (1985-2
Competencies
Generic
Derivatives Level 1
Margin Lending
Managed Investments
Securities
Superannuation
I am employed by Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me by way of percentage of fees.
