Charlie Smallhorn
Investment Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort. I look to optimise your financial outcomes by providing you with considered investment advice and strategy.
Charlie has worked in Finance since 2001 in both Australia and abroad. He has gained diverse experience through several market cycles and across varied asset classes including equities, fixed interest, currencies and commodites. He now specialises with Morgans in listed Australian equities and derivatives.
Investment Style
Charlie's investment advice is tailored to clients' financial objectives and goals. He specialises in large cap stocks, those that generally make up a clients core portfolio. He is accredited to use derivatives either as a means to generate income or to hedge portfolios.
Services and Specialties
Stockbroking
Wealth Management
Self-Managed Super Funds
Warrants
Options
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Bachelor of Arts
Graduate Diploma of Applied Finance & Investment
Bachelor of Economics
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Derivatives Level 1
Generic
Derivatives Level 2
Superannuation
Securities
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. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
