A city skyline at night with a boat in the water.
Dougal Maynes

Dougal Maynes

Authorised representative number: 000280934

Private Client Adviser

I look to optimise the quality of your portfolio through clear and considered investment advice and strategy. Creating, preserving and utilising wealth through effective risk management across all areas and investments.
Begining my career with Morgans in 1996 as a retail broker, I then moved to London for 5 years working in the Institutional Broking Industry, before returning to Morgans as a retail broker in 2004. I hold a Bachelor of Business and a Diploma of Export Management.

Investment Style

I specialise in bottom-up stock selection with medium to long-term horizons. Investing in small and mid sized industrial companies from a technical analysis and fundamental analysis basis. I also have a particular interest in providing direct equity advice to self managed superannuation funds.

Services and Specialties

Self-Managed Super Funds
Portfolio Administration
Stockbroking
Margin Lending and Gearing Strategies
Wealth Management

Qualifications and Professional Affiliations

Diploma of Export Management
Ethics and Professional Relationships
Bachelor of Business (International Management)

Associations

Australian Institute of Company Directors

Competencies

Managed Investments
Securities
Generic
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 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.