Simon Ferguson
Private Client Adviser
Simon holds Bachelor of Commerce and Bachelor of Laws degrees (University of Queensland) and has worked in the financial services industry since 1996. Simon has worked as a Tax Adviser with Price Waterhouse Coopers and has been a Stockbroker since 2000.
Investment Style
Simon advises on derivatives and Australian shares with a focus on creating 'Blue Chip' investment portfolios. His style of investing focuses on investing in Australian resources and industrial companies both in and out of the ASX 200. Simon also has a particular interest in providing direct equity advice to Self Managed Superannuation Funds.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
