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Ken Howard
CFA LLB BEcon
Private Client Adviser
The right combination of cash, property and shares can ensure clients attain and sustain the lifelong goal of financial independence.
For my clients the most common goal is to attain and sustain financial independence. During their careers they achieve this by working and saving, but during retirement it is by working their savings. With 20 years of experience, it is my role to advise clients on the design implementation and management of strategies targeted at achieving and sustaining financial independence.
Investment Style
No-one knows the future, so in my experience the secret to long term investing is not to predict the future but to be prepared for the future, by owning businesses which produce the goods and services we all need today, tomorrow and everyday. For this reason I prefer to recommend defensive strategies, investing in large, prominent and conservatively financed companies.
Services and Specialties
Superannuation Advice
Stockbroking
Options and Warrants
Wealth Management
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Graduate Diploma in Applied Finance and Investment
Chartered Financial Analyst
Bachelor of Laws
Bachelor of Economics
Ethics and Professional Relationships
Diploma of Financial Planning
ASX/ACH Responsible Executive Exam
SMSF Specialist Advisor™ (SSA) Accreditation
Associations
CFA Chapter Brisbane (Founding committee - Chairman)
Griffith University Student Investment Fund Committee Member
QUT Student Managed Investment Fund Advisory Committee Member
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Securities
Tax (financial) Adviser
Margin Lending
Direct International Equities Trading Adviser
Superannuation
Financial Planning
Managed Investments
Generic
Life Insurance
Derivatives Level 1
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.
