Lachlan Morgan
Chartered Financial Analyst®
Adviser
My passion is investing in and studying the worlds greatest founders and their businesses.
Lachlan is a partner in the Scone Branch but is based in the Greater Brisbane area. Prior to Morgans, Lachlan worked with KIS Capital Partners, an Australian based hedge fund manager, where he was involved in many aspects of the funds establishment in addition to daily trading and stock analysis.
Investment Style
Lachlans focuses on Australian equities and his stock selection process is based on bottom-up fundamental analysis applying a number of investment criteria and filters. Lachlan also advises on tactical trading opportunities in certain circumstances.
Services and Specialties
Stockbroking
Wealth Management
Portfolio Administration
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
CFA Charter Holder
Bachelor of Business (Economics)
Graduate Diploma of Applied Finance and Investment
Associations
Chartered Financial Analyst Institute (CFA)
Competencies
Managed Investments
Generic
Margin Lending
Securities
I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Parawarn Pty Ltd, I may be entitled to a share of profits.
Please consider any advice or views provided in be above email, general in nature and that no consideration has been given to your personal needs, objectives or circumstances. Unless it is indicated otherwise. You should consider if this advice is appropriate for you.
