Clinton Bush
BBus/Com
Financial Adviser / Partner
By thoroughly understanding each client's goals and objectives, I focus on educating my clients on the different investment and financial strategies available to them, helping them implement those strategies, and giving them the ability and confidence to create long term wealth for themselves and their families.
Clinton completed a Bachelor of Business and Commerce in 2013 and joined the Morgans Merimbula office in 2018 where he has established himself as an investment adviser with an interest across a wide range of market sectors. Clinton has also completed a Graduate Diploma of Financial Planning in 2022 and provides financial planning services to clients. Prior to working at Morgans, Clinton worked in the accounting sector as well as primary education both in Australia and in the United Kingdom.
Investment Style
Clinton's investment style uses fundamental research and wider macro market and economic conditions to identify appropriate investments for his clients based on their goals and risk appetite. Clinton emphasizes client engagement and education through the investment process to build clients confidence in the different options available to them to meet their objectives. Clinton strives to provide personalised advice to each client, understanding no two clients are the same.
Services and Specialties
Portfolio Administration
Financial Planning
Wealth Management
Fixed Interest and Cash Management
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Business and Commerce
Graduate Diploma of Financial Planning
Superannuation & Retirement Advice
Ethics and Professionalism in Financial Advice
Tax and Commercial Law for Financial Planning
Associations
No items found.
Competencies
Generic
Superannuation
Securities
Managed Investments
Financial Planning
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me by way of percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.
