Ben Buchanan

Ben entered the equity market in 2008 with Burrell Stockbroking. Ben actively manages his clients' portfolios with a strong emphasis on personal client relationships and their individual goals and objectives.

Investment Style

Ben gives comprehensive investment advice for individuals and self managed super funds seeking long-term growth and tax-effective income. He has a particular interest in portfolio management for investment, superannuation and retirement.

Services and Specialties

Fixed Interest and Cash Management

Investment Advice

Margin Lending and Gearing Strategies

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Ben Buchanan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

SDIA Accreditation Program RG146

Graduate Certificate in Applied Finance & Investment

Professional Diploma in Stockbroking

Bachelor of Agribusiness (Marketing)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Securities

Managed Investments

Margin Lending

Generic

Derivatives Level 1

I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me by way of salary. As a shareholder of New Quattro Pty Ltd T/A, I may be entitled to a share of profits.

I am employed by New Quattro Pty Ltd which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me as your adviser by way of salary. As a shareholder of New Quattro Pty Ltd, I will be entitled to a share of profits.