Wayne Shand

Wayne has been involved in the financial service industry since 1987, predominantly in institutional equities. He has had a variety of roles including in corporate transactions, general equity advice and management. Wayne's career includes 12 years at UBS, where he was Executive Director Head of Equities in Melbourne for 6 years. He also worked at JP Morgan for 4 years as an Institutional Adviser.

Investment Style

Wayne specialises in both long only strategies as well as long/short strategies. He has a strong analytical background and uses fundamental analysis to select appropriate investment opportunities. Wayne has had experience in large-cap companies as well as small-cap companies.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Wayne Shand's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business (Accounting)

Core 1 Securities & Managed Investments Accreditation Program

Associations

No items found.

Competencies

Generic

Managed Investments

Margin Lending

Securities

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.