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Kenneth Beanland
CFA® BEcon DipFP
Investment Adviser
I aim to provide long term wealth creation through objective, informed and judicious analysis.
Kenneth gained employment at Morgans in the Managed Portfolio Department while finishing his degree in 2011. Throughout his time at Morgans, Kenneth has gained valuable experience in a broad range of financial areas. His focus is on providing long term wealth creation strategies for private clients.
Investment Style
Kenneth focuses on providing a full range of investment services to retail clients. He looks to provide comprehensive analysis on investments in Australian Listed Equities and Listed Fixed Interest Securities to build effective plans to create and enhance clients wealth. Kenneth also provides short term, tactical trading advice provided it is in keeping with the clients risk profile.
Services and Specialties
Stockbroking
Margin Lending and Gearing Strategies
Superannuation Advice
Wealth Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Economics
Diploma of Financial Planning
Associations
Affiliate Member of the Financial Services Institute of Australasia
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Financial Planning
Managed Investments
Margin Lending
Securities
Derivatives Level 1
Superannuation
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
