Karl Brosnan

Karl joined Morgans in 2003 and has built a solid base of private clients. Karl works with his clients to gain a complete understanding of their specific investment goals and objectives. His background includes international work experience with London broking firms and equity analysis experience whilst working and studying in the Netherlands. Karl became a Partner of Ulton in 2007.

Investment Style

Karl has extensive knowledge of the financial markets. He specialises in stockbroking and portfolio management as well as having a strong interest in wealth building, superannuation and retirement and lifestyle planning.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Karl Brosnan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Investment Administration Qualification

Graduate Diploma of Financial Planning

Bachelor of Business (Economics & Marketing)

Associations

Affiliate Member of the Institute of Chartered Accountants Australia

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 KJB Enterprises Pty Ltd which operates the business of Morgans Financial Limited - Bundaberg. My employer remunerates me by way of salary.

Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.