Arvind Shivakumar
Private Client Adviser
I strive to build trusted long-term relationships with clients and help them achieve their goals and objectives by providing exceptional service with utmost integrity.
Arvind has been working in the financial services industry since 2005 covering private banking, investments, insurance, asset finance and wealth management for high-net-worth individuals and family groups.
Investment Style
Arvind believes in taking a holistic view and is a very strong believer in having the right asset allocation strategy for building and protecting wealth. Arvind is keen to assist clients who wish to invest for long-term wealth creation with a smaller focus on tactical trading opportunities for the short term. Arvind endeavours to invest in good underlying businesses and not be swayed by short-term market sentiment.
Services and Specialties
Fixed Interest and Cash Management
Philanthropic Services
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Graduate Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)
Ethics and Professional Relationships
Master of Business Administration (MBA)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Managed Investments
Securities
Superannuation
Margin Lending
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 and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
