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Ian Elks
BCom CA
Senior Investment Adviser, Principal
I build long term relationships with my clients by providing trusted advice tailored to their circumstances.
Ian is a Senior Investment Adviser in the Spring Hill branch and has in excess of 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. He provides advice on each of the asset classes including Australian equities, international equities, listed property, fixed interest and alternative assets.
Investment Style
Ian provides objective advice on portfolio management focusing on all levels of the investment process including portfolio construction, asset allocation and performance evaluation. At all times his focus is on the individual client's investment needs and achieving the highest possible risk adjusted returns.
Services and Specialties
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Chartered Accountant
Special Entry B
Margin Lending Accreditation Program
Bachelor of Commerce
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Margin Lending
Securities
Generic
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.
