Wayne Shand
Senior Adviser -Morgans Wholesale Services
I provide objective advice to wholesale and sophisticated clients based on informed analysis, prudent judgement, diligent effort and over 25 years experience.
Wayne has been involved in the financial service industry since 1987, predominantly in institutional equities. He has had a variety of roles including in corporate transactions, general equity advice and management. Wayne's career includes 12 years at UBS, where he was Executive Director Head of Equities in Melbourne for 6 years. He also worked at JP Morgan for 4 years as an Institutional Adviser.
Investment Style
Wayne specialises in both long only strategies as well as long/short strategies. He has a strong analytical background and uses fundamental analysis to select appropriate investment opportunities. Wayne has had experience in large-cap companies as well as small-cap companies.
Services and Specialties
Wealth Management
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Stockbroking
Qualifications and Professional Affiliations
Core 1 Securities & Managed Investments Accreditation Program
Bachelor of Business (Accounting)
Associations
No items found.
Competencies
Margin Lending
Managed Investments
Securities
Generic
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.
