Brent Plasier

Brent is equipped with 20 years experience in the financial services industry including 16 years at Australia's largest investment bank providing personalised investment advice prior to moving to Morgans Noosa. Brent works with clients as a private portfolio manager, taking into account client's financial goals whilst providing a disciplined approach to investing in order to assist in achieving these goals.

Investment Style

Brent is committed to matching investment strategies and needs to ensure clients receive appropriate advice that helps his clients achieve their financial objectives.

Services and Specialties

Wealth Management

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Industry Experience

Sectors Covered

Brent Plasier's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Retirement Planning and Principles Course

Investment Planning 1

Bachelor of Business (Banking & Finance)

FASEA Financial Adviser Exam

Margin Lending and Geared Investments

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Managed Investments

Margin Lending

Securities

Superannuation

Derivatives Level 1

Derivatives Level 2

Financial Planning

I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary and percentage of fees. As a shareholder of BRANBO PTY LTD, I may be entitled to a share of profits. As a Director of BRANBO PTY LTD, I will be entitled to a share of profits.