Blair Carroll
Private Client Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Blair has worked for Morgans since 1999, initially as a member of the Institutional Equities department, before moving to a private client advisory role and then joining the Gold Coast office in 2007.
Investment Style
Blair's investment philosophy is focused on using a range of financial and non-financial parameters to find undervalued companies, with the objective of achieving substantial growth. He also has an interest in providing advice on short term trading situations and in providing direct equity advice to self managed superannuation funds. Blair has particular expertise in structuring long term portfolio strategies.
Services and Specialties
Portfolio Administration
Options and Warrants
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Graduate Certificate in Applied Finance
Bachelor of Business (Accounting & Marketing)
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Managed Investments
Securities
Derivatives Level 1
Margin Lending
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
