Stephen Gillon
Senior Adviser - Morgans Wholesale Services
I look to optimise a quality/balanced investment strategy for my wholesale and sophisticated clients by providing clear and considered investment advice.
Stephen commenced with Morgans in 2007. Prior to this he was an Executive Director and Chairman of Gillon Securities Ltd, and ASX market participant specialising in stockbroking and wealth management for clients. Stephen was a member of the Melbourne Stock Exchange, becoming the Australian Stock Exchange Limited, and has over fifty years of valuable industry experience.
Investment Style
Stephen works closely with wholesale and sophisticated clients to develop a robust, disciplined and flexible wealth creation strategy. Stephen's ability to draw from previous stockbroking, accounting and investment experience, combined with the disciplines of financial and portfolio management ensures his investment advice is comprehensively considered.
Services and Specialties
Wealth Management
Portfolio Administration
Stockbroking
Self-Managed Super Funds
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Superannuation
Associations
Member of the Melbourne Stock Exchange
Competencies
Securities
Generic
Margin Lending
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
