Brett Boardman
Senior Investment Adviser Principal / Branch Manager
Brett is a Senior Investment Adviser in the Spring Hill branch and has 20 years of experience in the financial services industry. He provides investment and financial advice to a range of sophisticated investors, from ultra high net worth individuals to not-for-profit organisations. Brett’s specific services are more akin to a family office, which includes family business, succession strategy, aged care and private equity.
Investment Style
Brett provides objective advice on portfolio management focusing on all levels of the investment process, including security and strategy analysis, portfolio construction, asset allocation and performance evaluation, believing that each allocation in a client’s portfolio serves a distinct purpose. At all times, his focus is on the individual client’s investment needs and achieving the highest possible risk adjusted returns.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. My employer remunerates me by way of percentage of fees. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
