Michael Roe
BE FFin GDipAppFin MeSAFAA
Senior Investment Adviser Principal
I am dedicated to a 'client-first' focus, with a view to building long-term relationships.
Michael is a Senior Investment Adviser and Branch Manager of the Spring Hill office. He specialises in strategic, tailored investment solutions to create and preserve wealth. He has more than 30 years' experience in the investment industry in a range of roles as an Analyst, Financial Planner, and Specialist Investment Adviser.
Investment Style
Michael follows a top-down investment style focusing on medium to long-term investment outcomes. He applies a detailed understanding of macro-economic global and sectoral issues along with fundamental analysis of individual investment opportunities. At all times the focus is on the individual clients' investment needs and the trade off between risk and return.
Services and Specialties
Superannuation Advice
Margin Lending and Gearing Strategies
Portfolio Administration
Self-Managed Super Funds
Fixed Interest and Cash Management
Retirement and Estate Planning
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance & Investment
Diploma of Financial Planning
Bachelor of Engineering (Civil)
Associations
Fellow of the Financial Services Institute of Australasia
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 2
Margin Lending
Securities
Generic
Derivatives Level 1
Superannuation
Managed Investments
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
