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
Stockbroking
Fixed Interest and Cash Management
Philanthropic Services
Wealth Management
Qualifications and Professional Affiliations
Master of Business Administration (MBA)
Diploma of Financial Services (Financial Planning)
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Margin Lending
Securities
Managed Investments
Generic
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.
