Michael Roe

Michael is a Senior Investment Adviser and Branch Manager of the Spring Hill office. He specialises in strategic, tailored investment solutions to create and preserve wealth. He has more than 30 years' experience in the investment industry in a range of roles as an Analyst, Financial Planner, and Specialist Investment Adviser.

Investment Style

Michael follows a top-down investment style focusing on medium to long-term investment outcomes. He applies a detailed understanding of macro-economic global and sectoral issues along with fundamental analysis of individual investment opportunities. At all times the focus is on the individual clients' investment needs and the trade off between risk and return.

Services and Specialties

Superannuation Advice

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Industry Experience

Sectors Covered

Michael Roe's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Engineering (Civil)

Graduate Diploma of Applied Finance & Investment

Associations

Fellow of the Financial Services Institute of Australasia

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Derivatives Level 2

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.