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Matthew Mordaunt
Investment Adviser / Stockbroker
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Matthew has been working in the finance industry since 2005, during which time he has worked both in stockbroking and investment banking.
Investment Style
Matthew's aim is to develop a successful business, servicing retail and corporate clients in an advisory capacity in all areas of their financial needs. He specialises in derivative trading, medium to long-term portfolios, and focuses on using quality research and the timely flow of IPOs.
Services and Specialties
Fixed Interest and Cash Management
Stockbroking
Options and Warrants
Margin Lending and Gearing Strategies
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Certificate IV in Business Management
Accredited Derivatives Advisers Level 1
Certificate III in Banking
Certificate III in Financial Services (Accounts Clerical)
ASX Accredited Derivatives Adviser Level Two
Diploma of Financial Services (Financial Planning)
Associations
Associate Member of the Financial Services Institute of Australasia
Competencies
Securities
Margin Lending
Managed Investments
Financial Planning
Superannuation
Derivatives Level 1
Derivatives Level 2
Generic
I am a partner of Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. As a Partner of Morgans Sydney Pty Limited, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
