Stuart Warren
Branch Manager - Private Client Adviser
Stuart has been in the financial services profession since 1993. He holds a Bachelor of Commerce, Diploma of Financial Planning, Master of Business Administration (specialising in Financial Planning) and is a Certified Financial Planner.
Investment Style
Stuart's priority is to obtain complete information about each client's situation with a view to advise on both structure and strategy. Since 1998, Stuart has specialised in the area of individual private wealth, incorporating financial planning, stockbroking, superannuation, retirement planning, income enhancement strategies and derivatives. Stuart believes the best outcomes are achieved by actively managing his clients’ portfolios.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Edward Street. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits. As a Director of NMES Pty Ltd, I will be entitled to a share of profits.
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane - Edward St. My employer remunerates me by way of salary. As a Director and Shareholder of NMES Pty Ltd, I may be entitled to a share of profits.
