Les Batchelor
AFP CFS DipFS(FP)
Financial Planner
With a wealth of experience working together with clients, my aim is to provide an engaging full service stockbroking experience.
I have significant experience in financial planning and wealth management. With over 15 years experience in direct equities markets and customised professional services, I offer an engaging and holistic approach to portfolio management.
Investment Style
Individual and customised risk based global portfolio management.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Wealth Management
Financial Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Certified Financial Strategist
Associations
Association of Independently Owned Financial Professionals
Competencies
Financial Planning
Superannuation
Generic
Securities
Managed Investments
I am employed by SWIS ABN Pty Ltd which operates the business of Morgans Financial Limited - Warrnambool. My employer remunerates me by way of salary. As a shareholder of SWIS ABN Pty Ltd, I may be entitled to a share of profits. As a Director of SWIS ABN Pty Ltd, I will be entitled to a share of profits.
Please call me directly on 0408528169
