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Arvind Shivakumar

Arvind Shivakumar

Authorised representative number: 001260670

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
Wealth Management

Qualifications and Professional Affiliations

Master of Business Administration (MBA)
Diploma of Financial Services (Financial Planning)
Ethics and Professional Relationships


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Margin Lending
Managed Investments
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.