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John Clark

John Clark

Authorised representative number: 000419588

Senior Investment Adviser

I provide objective advice based on informed analysis.
John has over 30 years experience in the stockbroking and merchant banking industry. He holds a Bachelor of Commerce from the University of Western Australia (Accounting and Business Management) and is a Certified Practising Accountant.

Investment Style

John focuses on medium to long-term portfolio construction. He focuses on building portfolios with a view to provide both an income and growth strategy via direct share exposure. John also has a particular interest in providing direct equity advice to self managed superannuation funds.

Services and Specialties

Portfolio Administration
Margin Lending and Gearing Strategies
Wealth Management

Qualifications and Professional Affiliations

Bachelor of Commerce


Certified Practising Accountant


Margin Lending
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.