Brenden Banks
Private Client Adviser
My role as an adviser is to look for opportunities to provide objective, clear and considered advice and strategies to my clients that complement their life and lifestyle choices.
Brenden joined Morgans in 2006, having spent the previous ten years working with the stockbroking team at Macquarie Group, where he provided administrative support and facilitated client solutions. Brenden has a thorough knowledge of broking, systems, procedures and products, and aims to provide clients with full service stockbroking.
Investment Style
Brenden advises clients on equities, provides up-to-date market information, offers flexible investment options, and supervises their holdings on an ongoing basis. Brenden's strength is in matching his clients and their portfolios to ensure his clients are both comfortable and secure with their investment choices. His preference is to invest in good quality assets with a proven financial record.
Services and Specialties
Options and Warrants
Stockbroking
Wealth Management
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Portfolio Administration
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Diploma of Business & Computing
Diploma of Financial Markets
Associations
No items found.
Competencies
Managed Investments
Margin Lending
Generic
Derivatives Level 1
Superannuation
Securities
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of percentage of fees.
