Anthony Walsh
BEc(Acc)
Private Client Adviser
I see my role as a partnership, assisting clients navigate investment markets. I provide sound counsel and balanced advice to allow clients to make appropriate choices in achieving investment goals.
30 years of stockbroking experience, has given Anthony extensive insight into the function of investment markets. This allows Anthony to provide a steady hand and invaluable edge of knowledge and experience that clients can draw from, to build wealth.
Investment Style
Anthony enjoys the challenge of structuring personalised investment strategies for clients. He understands clients needs change over time, requiring an investment strategy that matures with the client.
Services and Specialties
Options
Wealth Management
Stockbroking
Investment Advice
Self-Managed Super Funds
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
SDIA Accreditation Program
Graduate Diploma in Applied Finance and Investment
Bachelor of Economics (Accounting)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Generic
Securities
Managed Investments
Derivatives Level 1
Margin Lending
Derivatives Level 2
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees.
