Andrew Look

Andrew has relocated back to Australia from London where he spent seven years working in financial markets, for firms such as Deutsche Bank and RBS. During this time he gained experience in derivatives as well as trading and portfolio management. He holds a Bachelor of Commerce degree from Bond University majoring in Finance and Business Law.

Investment Style

I am a pragmatic thinker with the ability to understand complex ideas in a theoretical and practical manner. I aim to draw on my global markets experience and curious nature to provide long-term solutions for my clients’ wealth management needs, as well as identify special opportunities as they arise.

Services and Specialties

Superannuation Advice

Margin Lending and Gearing Strategies

Fixed Interest and Cash Management

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Andrew Look's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma of Financial Planning

FPC007B Client Engagement Skills

FPC008 Investment Advice

FPC001B Economic and Legal Context for Financial Planning

Ethics and Professional Relationships

Bachelor of Commerce

RG146

Associations

No items found.

Competencies

Margin Lending

Generic

Securities

Managed Investments

Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.

Disclaimer & Warning: Any advice in this email is GENERAL ADVICE only. Clients are advised to discuss with the author the appropriateness of each recommendation, to personal financial needs, objectives and financial circumstances.