"With your investment goals in mind, my aim is to
provide personalised advice founded on informed
assessment and practical conclusions."
Ace joined Morgans in January 2010, going on to graduate from Queensland
University of Technology with a Bachelor of Business in late 2010. He has
worked in various areas of the business including several years in a trading
capacity on the Institutional Desk.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
Ace specialises in identifying investment opportunities through fundamental analysis with a focus on, but not limited to, small/mid cap stocks.
Industry Education & Experience
- Bachelor of Business (Finance), Queensland University of Technology, Brisbane, 2010
- Professional Diploma in Stockbroking, Stockbrokers Association of Australia, Brisbane 2013
- Margin Lending
- Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates
the business of Morgans Financial Limited – Brisbane. My employer
remunerates me as your adviser by way of salary. I am eligible to
participate in a bonus scheme depending upon performance.