Brad Burns

Brad has been working in the financial markets since 1997. Over his time, he has been an Equity Operator, a Derivatives Operator, has spent a period working for GLG Partners (Hedge Fund) in London and is now a Senior Adviser. Brad holds a Bachelor of Business (Finance) as well as a Graduate Diploma of Applied Finance and Investment.

Investment Style

Brad specialises in offering a holistic approach when providing investment advice to meet clients' individual needs. Brad is focussed on wealth creation and providing a high standard of service. His areas of expertise include providing advice on strategies that involve a mixture of equities and derivatives to provide the opportunity to generate extra income for his clients' portfolio.

Services and Specialties

Options and Warrants

Philanthropic Services

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Brad Burns's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Core 1 Securities & Managed Investments

Accredited Derivatives Adviser Level 2

Margin Lending Accreditation Program

Ethics and Professional Relationships

Graduate Diploma of Applied Finance & Investment

Bachelor of Business (Internationa Business)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Managed Investments

Superannuation

Derivatives Level 1

Derivatives Level 2

Generic

Margin Lending

Securities

I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.