Patrick Morton
BMathFin, GradDipFP, SMSF Specialist Advisor (SSA®)
Associate Adviser
Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Patrick has been an integral part of the Morgans Currency House team for the past 8 years and brings with him a strong set of fundamental and technical investment skills. Patrick holds a Bachelor's degree in Mathematics and Finance majoring in Mathematical Economics from the University of Wollongong.
Patrick works closely with the Principal, Robert Fiani, and has gained a significant amount of corporate and financial market knowledge during his time at Morgans.
Patrick offers a high level of service to both retail and wholesale clients through his in-depth market knowledge, attention to detail and holistic approach to the financial advice process.
Investment Style
Patrick focuses on long term wealth creation and portfolio management tailored to each client's specific financial goals and objectives. Patrick primarily invests in the Australian market however can provide advice on international opportunities across all major financial markets. Patrick prides himself on being able to provide investors with strategies focused on capital growth, income and short-term trading opportunities.
Services and Specialties
Superannuation Advice
Stockbroking
Wealth Management
Fixed Interest and Cash Management
Portfolio Administration
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
SMSF Specialist Advisor™ (SSA) Accreditation
Graduate Diploma of Financial Planning
Margin Lending Accreditation Program
Bachelor of Mathematics and Finance
Generic Knowledge
Securities
Securities and Managed Investments
Associations
SMSF Specialist Adviser (SSA®)
Competencies
Financial Planning
Margin Lending
Superannuation
Derivatives Level 1
Generic
Managed Investments
Securities
I am employed by Aurora Sydney Pty Ltd which operates the business of Morgans Financial Limited - Sydney - George Street. My employer remunerates me by way of salary and percentage of fees.
