Marijan Simunic
BCom GDipFinPlan GDipAppFin MeSAFAA
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
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Margin Lending
Securities
Generic
Financial Planning
Managed Investments
Superannuation
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.
