Iain Wilkie
Analyst
Investment Style
Services and Specialties
Margin Lending and Gearing Strategies
Superannuation Advice
Financial Planning
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Industry Experience
Iain joined the Morgans research team in 2014 as an analyst with a focus on Healthcare. Since then, he has developed a broad knowledge across the Medical Device and Biotechnology sub-industries. The Morgans Healthcare team is an industry leader in the small-cap healthcare market with regular podcasts and publications on his stable of portfolio companies. Iain’s knowledge across the healthcare market is backed by his position as an opinion leader, frequently contributing thoughts and opinions across a number of industry bodies as well as market publications. Prior to joining the research team, Iain worked in the Morgans Wealth+ department as a team leader.
Sectors Covered
- Healthcare
- Biotechnology
- Medical Devices
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Diploma of Financial Planning
Bachelor of Business Management
Associations
No items found.
Competencies
Margin Lending
Generic
Managed Investments
Financial Planning
Superannuation
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
