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Andrew Eddy
BBus(BIS) GDipAppFin MeSAFAA
Senior Investment Adviser
I am passionate about helping clients achieve great outcomes from the opportunities that financial markets can present. Making well-informed decisions is key for any client to reach their goals.
Andrew is a Senior Investment Adviser at Morgans and has been in the financial services industry since 1994. With an equities research background, Andrew is able to critically evaluate investment opportunities for his clients. Andrew specialises in providing equities advice and can help build a quality investment portfolio designed to meet a client's objectives. Andrew is also qualified to provide superannuation and financial planning advice.
Investment Style
Andrew believes in active investment management and sees the benefits of managing a portfolio on a holistic basis which can incorporate investments from each asset class. Andrew uses a combination of fundamental and quantitative analysis to determine specific investment opportunities and will often seek out different views in the market to validate an investment idea.
Services and Specialties
Superannuation Advice
Portfolio Administration
Fixed Interest and Cash Management
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Business
Graduate Diploma of Applied Finance & Investment
Graduate Certificate in Financial Planning
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Financial Planning
Securities
Managed Investments
Margin Lending
Derivatives Level 1
Superannuation
Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and 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.
