Brenden Banks

Brenden joined Morgans in 2006, having spent the previous ten years working with the stockbroking team at Macquarie Group, where he provided administrative support and facilitated client solutions. Brenden has a thorough knowledge of broking, systems, procedures and products, and aims to provide clients with full service stockbroking.

Investment Style

Brenden advises clients on equities, provides up-to-date market information, offers flexible investment options, and supervises their holdings on an ongoing basis. Brenden's strength is in matching his clients and their portfolios to ensure his clients are both comfortable and secure with their investment choices. His preference is to invest in good quality assets with a proven financial record.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Options and Warrants

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Brenden Banks's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Diploma of Business & Computing

Diploma of Financial Markets

Associations

No items found.

Competencies

Derivatives Level 1

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of percentage of fees.