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Bernard Power

Bernard Power

BCom
Authorised representative number: 001005820

Adviser

"Informed by many years of experience, I work with clients to implement investment strategies appropriate to meeting their financial objectives, consistent with their risk tolerance."

Bernard is one of our more experienced Advisers. Apart from stockbroking, his extensive prior experience in the financial services sector has included investment/merchant banking, investment management and securities analysis and research for a combined period of around 45 years.Since entering stockbroking some 25 years ago, he has worked with Bankers Trust, Merrill Lynch and Tolhurst/Patersons. Executive responsibilities have included Director and Head of a large dealing desk.

Investment Style

Bernard manages a retail client base with a focus on higher net worth individuals, particularly within the superannuation fund space. The value he brings to client relationships is based on practical experience, appropriate tertiary qualifications, a disciplined investment evaluation process, proactive portfolio management strategies and a commitment to client service.

Services and Specialties

Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Wealth Management

Industry Experience

Sectors Covered

Bernard Power's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Superannuation Accreditation Program
Margin Lending Accreditation Program
Professional Diploma in Stockbroking
Bachelor of Commerce
Ethics and Professional Relationships
Financial Adviser Standards and Ethics Authority Industry Exam

Associations

No items found.

Competencies

Generic
Managed Investments
Margin Lending
Securities
Superannuation

I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of percentage of fees.