Leigh Filipovic

Leigh advises a diverse range of clients on both wealth creation and preservation through effective and sensible financial management. Leigh has extensive experience in financial markets across both corporate finance and personal finance. Prior to joining Morgans, Leigh was employed by KPMG Corporate Finance where he specialised in mergers and acquisitions.

Investment Style

Leigh offers his experience and expertise to clients seeking personalised and sophisticated wealth management and investment advice. This advice includes the development of a personalised investment strategy spanning the primary asset classes of shares, listed property, fixed interest and cash. Active ongoing management and regular personal contact are a key part of Leigh's ongoing service offering.

Services and Specialties

Stockbroking

Wealth Management

Self-Managed Super Funds

Margin Lending and Gearing Strategies

Industry Experience

Sectors Covered

Leigh Filipovic's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Bachelor of Commerce

Bachelor of Arts

Diploma of Financial Services (Financial Planning)

Associations

No items found.

Competencies

Securities

Managed Investments

Superannuation

Financial Planning

Margin Lending

Derivatives Level 1

Generic

I am a partner of Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary. As a Partner of Antaeus Investment Trading Pty Ltd, I will be entitled to a share of profits.

I am a Partner of Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary. As a Partner of Antaeus Investment Trading Pty Ltd, I will be entitled to a share of profits.