Andrew Stafford
BEc
Principal - Noosa Office
I provide independent and objective advice based on informed analysis, prudent judgement and industry experience.
After completing a Bachelor of Economics at the University of Queensland, Andrew worked in Hong Kong between 1992-1995. Returning to Australia, Andrew capitalised on his Asian experience to assist in establishing an Australian Equities Institutional Sales Desk in Sydney. Andrew returned to his home state of Queensland in 1998 and now provides financial advice to institutional and private investors.
Investment Style
Andrew is the founder and co-business owner of the Morgans Noosa Office , and his main focus now lies in working with clients to develop long term portfolio strategies and shorter term trading ideas. Andrew advises high net worth clients on a broad range of investment strategies and specialises in Australian equities, International equities, Property and fixed Interest. Andrew likes to build strong relationships with his clients and work towards achieving solid returns over the long term. Andrew has a particular interest in growth opportunities in the markets and aims to outperform comparative benchmarks through extensive analysis.
Services and Specialties
Portfolio Administration
Wealth Management
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Stockbroking
Self-Managed Super Funds
Qualifications and Professional Affiliations
SDIA Accreditation
Ethics and Professional Relationships
Bachelor of Economics
FASEA Financial Adviser Exam
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Financial Planning
Generic
Derivatives Level 1
Securities
Superannuation
Margin Lending
Managed Investments
I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary and percentage of fees. As a shareholder of BRANBO PTY LTD, I may be entitled to a share of profits. As a Director of BRANBO PTY LTD, I will be entitled to a share of profits.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual's objectives or financial situation. You should consider its appropriateness, and obtain specific advice before acting
