Simon Ferguson
Private Client Adviser
I consider your whole financial situation and aim to provide comprehensive advice on equity, cash and bond investments.
Simon holds Bachelor of Commerce and Bachelor of Laws degrees (University of Queensland) and has worked in the financial services industry since 1996. Simon has worked as a Tax Adviser with Price Waterhouse Coopers and has been a Stockbroker since 2000.
Investment Style
Simon advises on derivatives and Australian shares with a focus on creating 'Blue Chip' investment portfolios. His style of investing focuses on investing in Australian resources and industrial companies both in and out of the ASX 200. Simon also has a particular interest in providing direct equity advice to Self Managed Superannuation Funds.
Services and Specialties
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Options and Warrants
Self-Managed Super Funds
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Bachelor of Commerce
Bachelor of Laws
Associations
No items found.
Competencies
Derivatives Level 1
Generic
Managed Investments
Margin Lending
Securities
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. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
