Andrew Wilkie
BCom(Acc) DipFS(FP) MeSAFAA
Head of Retail Solutions
I aim to partner with my clients to help them take control of their financial future.
Andrew began his professional career managing the day to day operations of a family owned manufacturing company from 2003 until 2006. During this time he was heavily involved in the re-engineering of many of the work processes, market opportunity analysis including cost containment and analysis of risk exposures.
Investment Style
Andrews preference is for long term relationships with clients who desire an objective view on the market and appreciate strong management of their portfolios. Andrew acts for clients at all stages of life and focuses on wealth creation and ongoing portfolio management.
Services and Specialties
Wealth Management
Stockbroking
Portfolio Administration
Personal Insurance
Superannuation Advice
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Commerce
Diploma of Financial Services
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Financial Planning
Generic
Managed Investments
Life Insurance
Superannuation
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. 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.
