Matthew Mordaunt

Matthew has been working in the finance industry since 2005, during which time he has worked both in stockbroking and investment banking.

Investment Style

Matthew's aim is to develop a successful business, servicing retail and corporate clients in an advisory capacity in all areas of their financial needs. He specialises in derivative trading, medium to long-term portfolios, and focuses on using quality research and the timely flow of IPOs.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Options and Warrants

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Matthew Mordaunt's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Diploma of Financial Services (Financial Planning)

Certificate IV in Business Management

Certificate III in Banking

ASX Accredited Derivatives Adviser Level Two

Certificate III in Financial Services (Accounts Clerical)

Accredited Derivatives Advisers Level 1

Associations

Associate Member of the Financial Services Institute of Australasia

Competencies

Derivatives Level 1

Derivatives Level 2

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am a partner of 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. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. As a Partner of Morgans Sydney Pty Limited, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.