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Robert Ward
Senior Adviser - Morgans Wholesale Services
I will provide honest and objective advice to wholesale, sophisticated and general advice clients based on the publicly available information that I have to hand.
Robert has been in the securities industry for 35 years and has vast experience working with corporate, institutional and wholesale clients. He has run broking operations in Melbourne, Hong Kong and New York.
Investment Style
Robert focuses on medium to long-term portfolio construction for wholesale, sophisticated and General Advice clients. He aims to build portfolios that can provide both income and/or growth via direct share exposure. Robert has a particular focus on small to medium companies with long-term capital growth potential.
Services and Specialties
Stockbroking
Portfolio Administration
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Diploma of Financial Services
Margin Lending Accreditation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Generic
Superannuation
Margin Lending
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of percentage of fees.
