Steven Weinmann
Senior Investment Advisor
"My goal is to provide my clients with honest advice and opportunities that help them reach their goals, while sleeping well at night."
Steven began his investment journey while studying Finance and Commerce at the University of Adelaide. Starting his career as a Chartered Accountant, Steven has worked in both private and public companies, learning valuable skills in analysing companies. Since 2013, Steven has been working with clients to help them invest for their future.
Investment Style
Steven aims to provide comprehensive advice to clients to help them achieve their financial goals, while minimising risks. Steven is a value investor at heart, using his experience to analyse the fundamentals to find great long term investments and event driven opportunities.
Services and Specialties
Wealth Management
Investment Advice
Stockbroking
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Accredited Derivatives Adviser Level One
Ethics and Professional Relationships
Superannuation Accreditation Program
Bachelor of Finance
Professional Diploma in Stockbroking
Bachelor of Commerce (Accounting)
Accredited Derivatives Adviser Level Two
Graduate Diploma of Chartered Accounting
Associations
Chartered Accountants Australia and New Zealand (CAANZ)
Competencies
Securities
Superannuation
Generic
Derivatives Level 1
Managed Investments
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of percentage of fees. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Director of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
Steve is a Principal of Unley Partners Pty Ltd which is a service entity to Exchange Place Investments Pty Ltd, the entity which owns and operates the Morgans Financial Limited – Exchange Place Branch. Steve is remunerated by way of percentage of fees. As a shareholder of Unley Partners Pty Ltd, I may be entitled to a share of profits. As a Director of Unley Partners Pty Ltd, I will be entitled to a share of profits.
