A city skyline at night with a boat in the water.
Eric Kesler

Eric Kesler

DipFS(FP)
Authorised representative number: 001005720

Senior Private Client Adviser

I help clients review their current financial situation in order to form a long-term strategic plan that provides the link between where they are today and where they want to be according to their goals.

Eric has been a financial adviser since 2003. In that time Eric has garnered a sound knowledge of domestic and international investment markets. Eric has worked for the Macquarie Group and Morgan Stanley before bringing his wealth of experience to Morgans where he assists his clients in managing their wealth, whilst looking after their needs for the future.

Investment Style

Eric provides his clients with a full range of investment services and advice including stockbroking, financial planning, superannuation and derivatives trading. He specialises in in-depth analysis of companies and combines this with a down-to-earth common sense approach to investing. His preference is for long term relationships with clients who are interested in active management of their portfolio.

Services and Specialties

Financial Planning
Wealth Management
Options and Warrants
Stockbroking
Superannuation Advice

Industry Experience

Sectors Covered

Eric Kesler's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Commercial Law
Margin Lending Accreditation Program
Accredited Derivatives Advisers Level 1
Diploma in Financial Services (Financial Planning)
Ethics and Professional Relationships

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Margin Lending
Derivatives Level 1
Generic
Life Insurance
Managed Investments
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 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.