Nigel Smith
Senior Adviser - Morgans Wholesale Services
I look to optimise investment performance for my wholesale and sophisticated clients by providing them with clear and considered investment advice and strategy.
Nigel had been a private client adviser for more than 20 years, before focusing solely on wholesale and sophisticated clients and holds a Bachelor of Commerce (UQ).
Investment Style
Nigel has a particular interest in providing direct equity advice to self managed superannuation funds. Investment proposals for most asset classes include trading in short term and long term situations via company shares and derivatives.
Services and Specialties
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Options and Warrants
Qualifications and Professional Affiliations
Bachelor of Commerce
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
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.
