Luke McElwaine

Luke commenced in the financial services industry in 1994 and has worked for Barclays Capital Investment Bank in London and Rio Tinto. Luke also has extensive personal investment experience in Australian and International equities.

Investment Style

Luke focuses on providing investment advice to family groups. His approach involves working closely with clients over the medium and long term. He selects investments based on fundamental analysis and overlays both investment criteria and technical filters. Luke advises on trading opportunities in certain circumstances.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Options and Warrants

Portfolio Administration

Stockbroking

Superannuation Advice

Industry Experience

Sectors Covered

Luke McElwaine's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professionalism in Financial Advice

Bachelor of Commerce

Graduate Diploma of Applied Finance & Investment

Australian Institute of Company Directors

Associations

Graduate Member of the Australian Institute of Company Directors

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Derivatives Level 2

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.