Andrew Larkin
Private Client Adviser
I aim to achieve investment success for my clients by aligning investment objectives with tailored portfolio management, while emphasising long-term capital protection. I pride myself on regular and close communication with clients.
Andrew has over 15 years’ financial management and investment experience with Morgans Gold Coast office, specialising in portfolio management and private client advice. As a Director and Partner of the Gold Coast branch, Andrew is passionate about delivering results for his clients by providing objective advice based on informed analysis and prudent judgement.
Investment Style
Andrew's strength is in identifying undervalued stocks for medium to long-term capital growth and income. He has a particular interest in small to medium industrial and resource stocks. Andrew uses technical analysis to assist in the timing of investment decisions.
Services and Specialties
Fixed Interest and Cash Management
Options and Warrants
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professional Relationships
ASX Accredited Derivatives Adviser Level Two
Accredited Derivatives Advisers Level 1
Margin Lending Accreditation Program
Graduate Diploma of Applied Finance and Investment
Bachelor of Commerce (Accounting, Finance & Business Law)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Derivatives Level 2
Generic
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
