Lachlan Morgan

Lachlan is a partner in the Scone Branch but is based in the Greater Brisbane area. Prior to Morgans, Lachlan worked with KIS Capital Partners, an Australian based hedge fund manager, where he was involved in many aspects of the funds establishment in addition to daily trading and stock analysis.

Investment Style

Lachlans focuses on Australian equities and his stock selection process is based on bottom-up fundamental analysis applying a number of investment criteria and filters. Lachlan also advises on tactical trading opportunities in certain circumstances.

Services and Specialties

Fixed Interest and Cash Management

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Lachlan Morgan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business (Economics)

CFA Charter Holder

Graduate Diploma of Applied Finance and Investment

Associations

Chartered Financial Analyst Institute (CFA)

Competencies

Generic

Managed Investments

Margin Lending

Securities

I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Parawarn Pty Ltd, I may be entitled to a share of profits.

Please consider any advice or views provided in be above email, general in nature and that no consideration has been given to your personal needs, objectives or circumstances. Unless it is indicated otherwise. You should consider if this advice is appropriate for you.