Heath Hill

Heath has worked for Morgans since 1999. Prior to moving to the Gold Coast, Heath was a partner in the Townsville office of Morgans and an Adjunct Lecturer at James Cook University, where he lectured in personal portfolio management and investment analysis. Heath was appointed Branch Manager of Morgans, Gold Coast in 2006.

Investment Style

Heath focuses on long-term portfolio management, but actively seeks to exploit short-term opportunities in equities, derivatives and other asset classes. Heath’s investment advice is based on a full and complete understanding of each client and their particular needs. He incorporates issues such as risk profiling and asset allocation in order to generate tax-effective income and growth for his clients.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Options

Industry Experience

Sectors Covered

Heath Hill's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Margin Lending Accreditation Program

Accredited Derivatives Adviser Level 2

Ethics and Professional Relationships

Graduate Diploma in Applied Finance and Investment

Diploma of Technical Analysis

Bachelor of Commerce

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Derivatives Level 2

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 salary and percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.