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Iain Cooper
BBus(BankFin) ADA MAppFin ProfDipStock DipATAA MeSAFAA
Senior Investment Adviser
"I provide honest objective advice based on diligent research, experience and discipline."
Prior to joining Morgans, Iain worked in foreign exchange and money markets with Westpac and has also spent time in client services with CommSec. He has a Diploma in Technical Analysis, a Bachelor of Business (Banking & Finance), a Masters in Applied Finance, a Professional Diploma of Stockbroking and is an Accredited Level 1 & 2 Derivatives Adviser. Iain is a director of Morgans Cairns branch.
Investment Style
Iain is passionate about financial markets and values integrity and honesty with his clients. Mindful of the responsibility of his clients' trust, he is focused on helping clients achieve their goals. Through comprehensive analysis he applies a disciplined approach to both identifying short term trading ideas as well as managing long term portfolios. With his team in Cairns he aims to provide clients with a specialised wealth management service.
Services and Specialties
Self-Managed Super Funds
Options
Warrants
Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Diploma in Technical Analysis
Master of Applied Finance
Bachelor of Business (Banking & Finance)
Professional Diploma in Stockbroking
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 2
Generic
Managed Investments
Margin Lending
Derivatives Level 1
Superannuation
Securities
I am employed by Coorai Pty Ltd which operates the business of Morgans Financial Limited - Cairns. My employer remunerates me by way of salary. As a shareholder of Coorai Pty Ltd, I may be entitled to a share of profits. As a Director of Coorai Pty Ltd, I will be entitled to a share of profits.
