Kurt Telford

Kurt has been in the financial services industry for many years and joined Morgans in 2002. He currently holds a Bachelor of Commerce (Business), Graduate Diploma in Commerce (Economics), Graduate Diploma in Financial Planning (SIA) and Masters of Commerce (Economics).

Investment Style

Kurt is an Investment Adviser who combines the disciplines of financial planning, investment management and portfolio monitoring to enhance his clients' returns. Kurt has a particular interest in DIY Superannuation, ETF's, warrants, options, direct equities and financial planning.

Services and Specialties

Margin Lending and Gearing Strategies

Options and Warrants

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Industry Experience

Sectors Covered

Kurt Telford's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma in Financial Planning

Bachelor of Commerce (Business)

Master of Commerce (Economics)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

Derivatives Level 1

Life Insurance

Derivatives Level 2

I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees.

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.