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Charlie Smallhorn

Charlie Smallhorn

Authorised representative number: 000259164

Investment Adviser

[email protected]

I provide objective advice based on informed analysis, prudent judgement and diligent effort. I look to optimise your financial outcomes by providing you with considered investment advice and strategy.

Charlie has worked in Finance since 2001 in both Australia and abroad. He has gained diverse experience through several market cycles and across varied asset classes including equities, fixed interest, currencies and commodites. He now specialises with Morgans in listed Australian equities and derivatives.

Investment Style

Charlie's investment advice is tailored to clients' financial objectives and goals. He specialises in large cap stocks, those that generally make up a clients core portfolio. He is accredited to use derivatives either as a means to generate income or to hedge portfolios.

Services and Specialties

Fixed Interest and Cash Management

Self-Managed Super Funds

Stockbroking

Wealth Management

Warrants

Options

Industry Experience

Sectors Covered

Charlie Smallhorn's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Arts

Bachelor of Economics

Graduate Diploma of Applied Finance & Investment

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Derivatives Level 2

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and 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.