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Marijan Simunic

Marijan Simunic

BCom GDipFinPlan GDipAppFin MeSAFAA
Authorised representative number: 000259314

Senior Investment Adviser

I look to optimise the quality of life of my clients' by providing them with clear and considered investment advice and strategy.
Marijan is a Senior Investment Adviser with vast experience in the Australian securities industry.

Investment Style

Marijan has extensive experience in portfolio construction and management; while tailoring investment strategies according to client needs. He can also provide sound advice in regards to derivative investments and on short-term trading situations in Australian equities.

Services and Specialties

Options and Warrants
Superannuation Advice
Margin Lending and Gearing Strategies
Wealth Management
Self-Managed Super Funds

Qualifications and Professional Affiliations

Graduate Diploma in Applied Finance and Investment
Bachelor of Commerce
Graduate Diploma of Financial Planning


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Derivatives Level 1
Margin Lending
Financial Planning
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.