Bruce Porter

Bruce has been working in the securities industry since 1987 and has been a private client adviser since 1998.

Investment Style

With more than 20 years' experience Bruce specialises in direct share and property trust investment with a focus on long term capital growth and tax effective income and structures his advice to his clients' particular needs and objectives. He has a particular interest in portfolio construction and on-going client education.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Bruce Porter's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Certificate Course

Financial Services

Margin Lending Accreditation Program

Ethics and Professional Relationships

Financial Adviser Standards and Ethics Authority Industry Exam

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Managed Investments

Margin Lending

Securities

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.