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Hamish Dee

Hamish Dee

Authorised representative number: 000259232

Director

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.
Hamish is a Director of Morgans and a Director of the Morgans Foundation. With nearly 30 years’ experience in the stockbroking industry, Hamish began equities and options advising in 1997. He has been invited by Kaplan Professional as a guest lecturer in the field of derivatives trading.

Investment Style

An investment approach is pursued with clients rather than a trading bias. Hamish uses "written call and put options to enhance yields on portfolios".

Services and Specialties

Stockbroking
Options and Warrants
Self-Managed Super Funds
Wealth Management
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Graduate Diploma in Applied Finance and Investment
Professional Diploma in Stockbroking
Bachelor of Economics
Bachelor of Commerce

Associations

Director of Brisbane Club and Immediate Past President
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Member of the Financial Services and Credit Panel

Competencies

Superannuation
Margin Lending
Generic
Securities
Derivatives Level 2
Managed Investments
Derivatives Level 1
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. As a Director of Morgans Holdings (Australia) Limited, I will be entitled to a share of profits.