Matthew McNamara
Senior Investment Adviser / Partner
I provide objective advice based on informed analysis, prudent judgement and diligent effort. I help my clients achieve their financial goals by providing them with clear and considered investment advice and strategy.
Matthew holds a Bachelor of Commerce, majoring in both Accounting & Finance and a Diploma of Financial Planning. Before joining Morgans in 2006 he was employed as an Accountant, working in a national accounting firm. Drawing on his experience, Matthew specialises in investment advice to retail clients on financial investments including Australian and International equities, fixed interest securities and derivatives.
Investment Style
Working within a team of advisers Matthew's role is to provide investment strategy and portfolio construction through fundamental and technical analysis as part of a detailed financial plan. Matthew's academic experience combined with a broad understanding of the financial markets provides a strong platform to serve the investment needs of clients of Morgans at its Canberra branch.
Services and Specialties
Retirement and Estate Planning
Portfolio Administration
Superannuation Advice
Margin Lending and Gearing Strategies
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Bachelor of Commerce
Ethics and Professional Relationships
Diploma of Financial Planning
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Margin Lending
Derivatives Level 1
Managed Investments
Financial Planning
Superannuation
Generic
Securities
I am a partner of Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. As a Partner of Morgans Canberra Partnership, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
