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Stephen Pill
Private Client Adviser
I help individuals and families work toward better lives and lifestyles by developing and implementing investment strategies designed to meet their unique goals and objectives.
Stephen has worked in the financial services industry in Australia and overseas since 1994. He worked in London, Paris and Chicago for Carr Futures (now Newedge), a global institutional brokerage firm. He has also worked in Dublin for ESB International Investments. Prior to joining Morgans, Stephen worked for Bank of Queensland Treasury and managed the Brisbane Corporate Foreign Exchange Desk for Travelex.
Investment Style
Stephen provides comprehensive and professional investment advice based on his client's particular financial needs and risk profile. His main focus is Australian equities and working with his clients to build investment portfolios with a view to the medium and long term. Stephen also advises on short-term trading opportunities where appropriate.
Services and Specialties
Stockbroking
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Business (Banking & Finance)
Certificate of Management (Marketing)
Graduate Diploma of Applied Finance & Investment
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Margin Lending
Securities
Derivatives Level 1
Managed Investments
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
