Mark Davies

Mark has worked as a Financial Adviser for over 25 years. A graduate of the Securities Institute of Australia (SIA), Mark worked for ANZ McCaughan as a Private Client Adviser. Mark then became a Senior Private Client and Institutional Adviser and Director with EL & C Baillieu. Before joining Morgans, Mark spent 11 years at JM Financial Group.

Investment Style

Mark focuses on medium to long term portfolio construction. He focuses on building portfolios that can provide both income and/or growth strategies via direct share exposure. Mark has particular focus on small to medium companies with long term capital growth potential. Mark also has a particular interest in providing direct equity advice to self managed superannuation funds.

Services and Specialties

Fixed Interest and Cash Management

Philanthropic Services

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Mark Davies's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Certificate in Financial Markets

Margin Lending & Geared Investments

SDIA Accreditation Program - Tier 1

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Derivatives Level 1

Generic

Managed Investments

Margin Lending

Securities

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and 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.