We are pleased to launch our new website. Clients can seamlessly access the portal by clicking on the login button located at the top right-hand corner for desktop and left-hand corner menu for mobile.
Patrick Morton
Associate Adviser
Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Patrick is starting his career after finishing his education, completing a Bachelor Degree in Mathematics and Finance. After a short period at a smaller Sydney Broker, Patrick has moved to Morgans to begin his career as an Associate Adviser.
Investment Style
Patrick focuses on long term wealth creation and portfolio management tailored to each client's specific financial goals and objectives. Patrick primarily invests in ASX200 companies however can also provide trading opportunities in small to mid cap companies.
Services and Specialties
Portfolio Administration
Wealth Management
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Securities and Managed Investments
Bachelor of Mathematics and Finance
Generic Knowledge
Securities
Associations
No items found.
Competencies
Superannuation
Managed Investments
Margin Lending
Generic
Securities
Derivatives Level 1
I am employed by Aurora Sydney Pty Ltd which operates the business of Morgans Financial Limited - Sydney Currency House. My employer remunerates me by way of salary and percentage of fees.
