Derek Parker
GradDipFinPlan BBus(Accy)
Investment Adviser
I aim to provide objective advice based on informed analysis to help my clients build resilient portfolios to meet their objectives and time frames.
Derek joined Morgans in 2021, following a 20-year career in banking and finance, including 9 years in London. Derek holds a Bachelor of Business (Accountancy) from Queensland University of Technology and more recently completed his Graduate Diploma in Financial Planning with Kaplan.
Investment Style
With a focus on client service, Derek delivers ongoing advice and investment recommendations based on extensive reading and analysis; complimented by Morgans' research. Derek uses his analytical background to focus on business risk, with quality businesses at the core of a portfolio to build sustainable wealth and capital protection over the long term.
Services and Specialties
Fixed Interest and Cash Management
Investment Advice
Superannuation Advice
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Business (Accountancy)
Graduate Diploma of Financial Planning
Associations
No items found.
Competencies
Securities
Superannuation
Financial Planning
Generic
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 percentage of fees.
