Joshua Jones
BCom BBus(EcFin) ADA 1(ASX)
Senior Investment Adviser
I provide advice on structuring and managing blue chip equity portfolios, emphasising active ongoing managment strategies.
Josh has been working in the financial services industry since 2005. He has completed a Bachelor of Commerce (University of Melbourne), along with a Bachelor of Business (Economics and Finance) (RMIT). He possesses a strong background in banking, specialising in agribusiness and margin lending in previous roles.
Investment Style
Josh's investment approach is balanced long-term investing through blue-chip direct equities, whilst exploring short-term capital growth opportunities as they present. Whilst income and portfolio performance is paramount, Josh enjoys building relationships with clients to better understand their individual situations and tailoring holistic advice as required.
Services and Specialties
Margin Lending and Gearing Strategies
Personal Insurance
Portfolio Administration
Self-Managed Super Funds
Superannuation Advice
Options
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Core 1 Securities & Managed Investments Accreditation Program
Bachelor of Business (Economics & Finance)
Ethics and Professional Relationships
Associations
No items found.
Competencies
Financial Planning
Derivatives Level 1
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
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. 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.
