Ed Christoe
Private Client Adviser
I consider your needs as a whole and aim to provide objective advice based on informed analysis, prudent judgement and diligent effort.
Ed has worked for Morgans since 2000, initially in the wealth management field, before moving to a role in private client advisory and investment management. Ed joined the Gold Coast office in 2011.
Investment Style
Ed seeks to create long-term wealth by employing a personalised and holistic approach to financial planning and investment management. In developing recommendations for his clients, he takes care in ensuring that their individual needs and objectives are identified and appropriately considered.
Services and Specialties
Fixed Interest and Cash Management
Personal Insurance
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Stockbroking
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Taxation Planning
FPC003 Superannuation and Retirement Advice
FPC004 Insurance Advice
FPC005 Estate and Succession Planning
FPC002B Ethics and Professionalism in Financial Advice
FPC001B Economic and Legal Context for Financial Planning
FPC007B Client Engagement Skills
Business and Finance Practice
Financial Planning and Wealth Creation
Financial Markets Economics
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees.
