Sam Moraro
BCom BAppFin MeSAFAA
Senior Investment Adviser
My clients benefit from clear advice which helps takes the stress out of investing, along with well researched investments opportunities.
Sam fosters trust and integrity with new and existing clients. This produces long term relationships, which is a testament to hard work, and desire to make a difference to his clients long term financial goals.
Investment Style
Sam’s focus provides full service advice to his clients. Sam seeks out profitable investment opportunities, through analysis across Australian and International equities. Sam’s clients are predominantly private clients and self managed super funds.
Services and Specialties
Wealth Management
Self-Managed Super Funds
Fixed Interest and Cash Management
Stockbroking
Portfolio Administration
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Professional Diploma in Stockbroking
SDIA Accreditation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Managed Investments
Generic
Superannuation
Securities
I am employed by Wealth Boulevard Pty Ltd which operates the business of Morgans Financial Limited - Southbank. My employer remunerates me by way of percentage of fees.
