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Silas Dunstan

Silas Dunstan

Authorised representative number: 000410250

Co-Branch Manager, Partner & Senior Investment Adviser

Through a solid relationship with a professional financial adviser, investing for the future becomes easier. With clear and considered advice and financial strategy, I look to optimise wealth creation opportunities.
Silas is a Senior Investment Adviser with diverse experience in the banking and financial services industry at an international level. After completing studies in finance, he has held roles that involved corporate financial analysis, corporate loan origination and structuring for global corporations in the telecommunications, mining and construction sectors.

Investment Style

From Silas' professional training and personal investing experience, his investment style is based on fundamental analysis. Silas helps maximise wealth creation opportunities for the investor over the long term through investments in shares, property trusts and fixed interest securities. Silas offers holistic portfolio management, incorporating investment allocation, tax strategies, risk management and financial planning appropriate for the client.

Services and Specialties

Portfolio Administration
Fixed Interest and Cash Management
Options and Warrants
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Bachelor of Business & Arts (International Studies)
Bachelor of Science & Mathematics

Associations

No items found.

Competencies

Financial Planning
Securities
Generic
Margin Lending
Life Insurance
Managed Investments
Superannuation
Derivatives Level 1
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me by way of percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.