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Todd Kerslake
Stockbroker
I consider your needs and aim to provide comprehensive advice with objectivity and guidance to help you make meaningful decisions.
Investment Style
Todd likes to gain appropriate background information and a clear understanding of the client needs and objectives. Armed with this information he works closely with the client to ensure long term performance from both capital growth and income for client portfolios. Todd is happy to talk to new clients and always provides honest and friendly service.
Services and Specialties
Superannuation Advice
Margin Lending and Gearing Strategies
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Tier 1 Superannuation - Personal Advice
Diploma of Financial Services
Associations
No items found.
Competencies
Managed Investments
Securities
Derivatives Level 1
Superannuation
Generic
Margin Lending
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
