Fixed Interest and Cash Management
Wealth Management
Options and Warrants
Stockbroking
Portfolio Administration
Margin Lending and Gearing Strategies
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Michael has over 43 years experience in financial services industry, including Chartered Accounting, lecturing in Business Management at the University of Qld and operating as a self employed businessman. He has worked with Morgans for 26 years, and is currently a senior member of the Brisbane private client advisory team.
Investment Style
Michael specialises in advice on Medium/Long term trading situations in listed securities including company shares and derivatives.
Services and Specialties
Fixed Interest and Cash Management
Wealth Management
Options and Warrants
Stockbroking
Portfolio Administration
Margin Lending and Gearing Strategies
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Certificate of Secondary School Teaching
Diploma of Agriculture (Hons)
Bachelor of Economics
Associations
Chartered Accountants Australia and New Zealand (CA)
Competencies
Managed Investments
Derivatives Level 2
Generic
Margin Lending
Securities
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
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