Morgan Shipp

Morgan is a full-service Stockbroker, assisting clients to make more informed investment decisions and access a wider range of quality investment opportunities. Before moving into investment markets, Morgan was a banking and finance lawyer with a top-tier international firm.

Investment Style

Morgan assists in the management of his client's wealth through a combination of quality research and market knowledge. A tailored approach is applied across Australian and international stocks, listed fixed interest securities, bank term deposits and cash management.

Services and Specialties

Fixed Interest and Cash Management

Options and Warrants

Philanthropic Services

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Morgan Shipp's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Superannuation Accreditation Program

Ethics and Professional Relationships

Professional Diploma in Stockbroking

Bachelor of Commerce

Bachelor of Laws

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 2

Generic

Managed Investments

Margin Lending

Securities

Superannuation

Derivatives Level 1

I am employed by 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. I am eligible to participate in a bonus scheme depending upon performance.

Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.