Julian Reynolds
BCom MBA ASA MSIAA
Director - Reynolds Securities / Senior Adviser - Morgans Wholesale Services
Investing is simple, yet hard to do. I endeavour to give guidance and leadership to clients in selecting and reviewing their portfolio investments.
Julian specialises in providing advice to private clients and companies on investment in listed securities. He has a wealth of experience in the stockbroking industry having jointly managed Reynolds Stockbrokers from its inception in 1969 until they joined the Morgans group in 2010.
Investment Style
Julian is a value investor, seeking medium to long-term investment opportunities. His speciality is building and maintaining portfolios for his clients which offer a balance between income and growth. His focus is primarily upon wealth creation and preservation of capital.
Services and Specialties
Portfolio Administration
Options and Warrants
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Qualifications and Professional Affiliations
Master of Business Administration (MBA)
Bachelor of Commerce
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Securities
Generic
Derivatives Level 1
Margin Lending
Managed Investments
I am a partner of Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees. As a shareholder of Reynolds Securities Pty Limited, I may be entitled to a share of profits. As a Partner of Reynolds Securities Pty Limited, I will be entitled to a share of profits.
I am employed by Dotcorp Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. Dotcorp remunerates me as your adviser by way of salary and potential dividends. I am also a shareholder of Reynolds Securities Pty Limited and may be entitled to a share of profits.
