Ed Christoe
Private Client Adviser
I consider your needs as a whole and aim to provide objective advice based on informed analysis, prudent judgement and diligent effort.
Ed has worked for Morgans since 2000, initially in the wealth management field, before moving to a role in private client advisory and investment management. Ed joined the Gold Coast office in 2011.
Investment Style
Ed seeks to create long-term wealth by employing a personalised and holistic approach to financial planning and investment management. In developing recommendations for his clients, he takes care in ensuring that their individual needs and objectives are identified and appropriately considered.
Services and Specialties
Portfolio Administration
Retirement and Estate Planning
Personal Insurance
Fixed Interest and Cash Management
Stockbroking
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC007B Client Engagement Skills
FPC005 Estate and Succession Planning
FPC001B Economic and Legal Context for Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
FPC003 Superannuation and Retirement Advice
Business and Finance Practice
FPC004 Insurance Advice
Taxation Planning
Financial Markets Economics
Financial Planning and Wealth Creation
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Life Insurance
Securities
Generic
Superannuation
Derivatives Level 1
Margin Lending
Managed Investments
Financial Planning
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees.
