Stockbroking
My aim is to find value for each specific client.
I have worked in Financial Services as an Investment Adviser and Board Member servicing a broad range of retail, professional and institutional investors for over 40 years. I am particularly interested in emerging markets and the small cap sector.
Investment Style
I have over 40 years experience in the capital markets and in that time have developed a strong personal and professional understanding of my clients. My particular focus is on finding value across emerging companies and the small cap index. I work to create portfolios for clients with a specific focus on creating medium t long term capital growth.
Services and Specialties
Stockbroking
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
SDIA Accreditation Program
Associations
No items found.
Competencies
Securities
Generic
Managed Investments
I am a Director and Shareholder of Bungeeltap Equities Pty Ltd, which is a Corporate Authorised Representative of Morgans Financial Limited - Melbourne. As a Director and Shareholder of Bungeeltap Equities Pty Ltd, I am remunerated by way of salary, bonuses and dividends.
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