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Kurt Telford

Kurt Telford

MCom(Ec) GDipFinPlan(SIA) ADA2 MeSAFAA
Authorised representative number: 000259298

Investment Adviser

As an Investment Adviser, I specialise in assisting clients manage their wealth. Further postgraduate studies in Financial Planning places me well in assisting my clients needs.
Kurt has been in the financial services industry for many years and joined Morgans in 2002. He currently holds a Bachelor of Commerce (Business), Graduate Diploma in Commerce (Economics), Graduate Diploma in Financial Planning (SIA) and Masters of Commerce (Economics).

Investment Style

Kurt is an Investment Adviser who combines the disciplines of financial planning, investment management and portfolio monitoring to enhance his clients' returns. Kurt has a particular interest in DIY Superannuation, ETF's, warrants, options, direct equities and financial planning.

Services and Specialties

Options and Warrants
Superannuation Advice
Portfolio Administration
Margin Lending and Gearing Strategies
Self-Managed Super Funds

Qualifications and Professional Affiliations

Master of Commerce (Economics)
Graduate Diploma in Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce (Business)


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Derivatives Level 1
Life Insurance
Derivatives Level 2
Margin Lending
Managed Investments
Financial Planning
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.