Andrew Brown
CFA
Senior Investment Adviser
I am dedicated to a 'client first' focus by providing clear and considered investment advice, ensuring portfolio allocations meet the client's overarching investment plan and goals.
Andrew is an Investment Adviser in the Spring Hill office and has worked in the Finance Industry since 2002. Andrew holds the right to use the Chartered Financial Analyst designation, which is a globally recognised accreditation that provides real world investment analysis and portfolio management skills, setting the highest standards of ethics, education, and professional excellence for the investment industry.
Investment Style
Andrew provides objective advice on portfolio management, focusing on all levels of the investment process, including security and strategy analysis, portfolio construction, asset allocation and performance evaluation, believing that each allocation in a client’s portfolio serves a distinct purpose. At all times his focus is on the individual client's investment needs and achieving the highest possible risk adjusted returns.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Fixed Interest and Cash Management
Portfolio Administration
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
CFA® charterholder
Bachelor of Commerce
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Securities
Superannuation
Margin Lending
Managed Investments
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. My employer remunerates me by way of percentage of fees. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
