Scott Murdoch
BBus GDipAppFin
Senior Investment Adviser / Principal
I am dedicated to a "Client First" focus, with a view to building long term relationships.
Scott is a Senior Investment Adviser and Principal of the Spring Hill office. Before joining Morgans in 2008 he was a Director at Goldman Sachs JBWere where he worked in Private Wealth Management for over seven years. Prior to this he worked as an accountant for nine years in both Chartered and Commercial roles.
Investment Style
My objective is to create and preserve client wealth by producing superior, inflation-adjusted returns over the long term. To achieve this goal, we utilise an asset allocation tailored to suit your risk profile. This incorporates investing in Australian Equities, International Equities, Fixed Interest and Listed Property. The portfolio is research-driven, identifying good quality investments overlayed with a macro economic view.
Services and Specialties
Margin Lending and Gearing Strategies
Portfolio Administration
Wealth Management
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance & Investment
Bachelor of Business
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Tax (Financial) Adviser
Competencies
Superannuation
Generic
Margin Lending
Managed Investments
Securities
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.
