Based in Adelaide, with clients throughout Australia and offshore,
I specialise in designing and managing large ($500k - $50mil) tailor-made diversified investment portfolios for
~Individuals
~Self Managed Super Funds
~Retail Super fund portfolios
~Family Trusts
~Testamentary Trusts
~ Charities and Not for profit organisations
I pay particular attention to risk settings to ensure portfolios are suited to my clients needs and risk tolerance.
Service, guidance, and investor education are paramount in the long term partnership I form with clients.
Share market investing has been my passion for many decades, and is central to my offering.
My other services include: Set up and administration of SMSFs, Life insurance, Margin lending facilities, Fixed interest, Options and Warrants, Floats, and Access to capital raisings.
Feel free to contact me if you have a large portfolio that needs the care and attention, the daily oversight, the expertise, and the strategic advice that I offer to my extended family of clients.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 25
- First year providing advice 2010
- Years of experience 15
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Highest qualifications
- Graduate Diploma of Business
- Graduate Diploma of Oenology (Winemaking)
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Language spoken
- English
Morgans Financial Ltd
Level 1, 70 Hindmarsh SquareAdelaide, SA 5000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Morgans Financial Ltd
AFSL 235410