Stuart Doherty
DipFP
Partner - Morgans Brighton
I provide objective advice based on informed analysis, prudent judgment and diligent effort.
Stuart has been with Morgans since 2007. Originally from Deniliquin NSW, Stuart's financial remit spans many industries from mining and agriculture through to information technology.
Investment Style
Stuart focuses on developing a tailored portfolio service to suit the specialised requirements of each individual client and providing a personalised solution for their financial needs. Stuart maintains focus on domestic equities, fixed interest and cash markets, whilst specialising in international equities, primarily the North American, European and Asian Pacific Markets.
Services and Specialties
Wealth Management
Superannuation Advice
Self-Managed Super Funds
Stockbroking
Personal Insurance
Qualifications and Professional Affiliations
Foundations of Financial Planning
Ethics and Professional Relationships
Diploma of Financial Planning
Associations
Antaeus Charitable Fund
Competencies
Managed Investments
Life Insurance
Generic
Superannuation
Margin Lending
Securities
Financial Planning
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.
