Laurie Saville
BBus(NSWIT) CA AGIA ACIS SAFin MeSAFAA
Stockbroker / Senior Investment Adviser
The formula to a successful investment performance is to ensure the cornerstone of the portfolio has a strong base with an opportunity for growth.
Laurie is a Stockbroker and Senior Investment Adviser. He has extensive experience in the finance industry over the last 30 years, including chartered accounting, before commencing employment with a Stockbroker in 1985.
Investment Style
Laurie specialises in advice on superannuation portfolio management and long term investment portfolios with a focus on long term capital growth and tax effective income.
Services and Specialties
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Options and Warrants
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Registered Tax Agent
Bachelor of Business (Accounting)
SDIA Accreditation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Associate of the Institute of Chartered Accountants Australia
Associate of the Governance Institute of Australia
Competencies
Superannuation
Securities
Managed Investments
Derivatives Level 1
Margin Lending
Financial Planning
Derivatives Level 2
Generic
I am employed by Southern Private Wealth Pty Ltd which operates the business of Morgans Financial Limited - Cronulla. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Southern Private Wealth Pty Ltd, I may be entitled to a share of profits.
General Advice Warning: This information is of a general nature only. Any advice included in this email has been prepared without taking into account an individual’s objectives or financial situation. You should consider the appropriateness and obtain specific advice before acting.
