James Lawrence

I have a depth of experience working in financial markets, having joined Morgans in 2006. The skills I have developed, most recently as a senior analyst in the research team and member of the Morgans’ Investment Committee, position me well to support clients in achieving their investment goals by identifying value in the market while managing risk, through targeted product selection and appropriate portfolio diversification.

Investment Style

A focus on asset allocation coupled with a strong analytical focus, allows me to construct diversified portfolios which are designed to achieve solid financial outcomes while maintaining appropriate levels of risk within the portfolio. I also seek to take advantage of market dislocations where they exist to optimise wealth generation.

Services and Specialties

Fixed Interest and Cash Management

Investment Advice

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

James Lawrence's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Arts (Honours Class 1) - International Relations

Graduate Diploma of Applied Finance (Major in Investment Management)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Managed Investments

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.