Stuart Warren
CFP® GAICD DipFP BCom MBA(FP)
Branch Manager - Private Client Adviser
Open communication with clients is fundamental to my advice strategy. Combining this with strong theoretical and extensive practical knowledge gives clients confidence in my ability to handle their financial affairs.
Stuart has been in the financial services profession since 1993. He holds a Bachelor of Commerce, Diploma of Financial Planning, Master of Business Administration (specialising in Financial Planning) and is a Certified Financial Planner.
Investment Style
Stuart's priority is to obtain complete information about each client's situation with a view to advise on both structure and strategy. Since 1998, Stuart has specialised in the area of individual private wealth, incorporating financial planning, stockbroking, superannuation, retirement planning, income enhancement strategies and derivatives. Stuart believes the best outcomes are achieved by actively managing his clients’ portfolios.
Services and Specialties
Retirement and Estate Planning
Superannuation Advice
Financial Planning
Stockbroking
Wealth Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Commerce
Master of Business Administration
ASX Markets Responsible Executive Exam
Ethics and Professional Relationships
Diploma of Financial Planning
Associations
Australian Institute of Company Directors
Financial Advice Association of Australia (FAAA)
Competencies
Life Insurance
Derivatives Level 2
Financial Planning
Securities
Derivatives Level 1
Managed Investments
Generic
Margin Lending
Superannuation
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Edward Street. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits. As a Director of NMES Pty Ltd, I will be entitled to a share of profits.
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane - Edward St. My employer remunerates me by way of salary. As a Director and Shareholder of NMES Pty Ltd, I may be entitled to a share of profits.
