Private Client Adviser
CurrentI am an investment adviser at Morgans Partnerships. Our aim is to become the leading provider of exceptional service and investment advice for clients in collaboration with our advice partners - financial planners and accountants. We have developed a service framework that provides proactive and timely strategic advice, investment expertise and regular educational content. We advise clients on a range of investments including Australian and international shares, fixed interest securities, managed and exchange traded funds, alternatives and cash and term deposits. Our services include: Investment advice• Strategic and personalized investment advice across all asset classes• Ongoing advice, market updates and situational opportunities• Access to on demand investment knowledge and expertise• International offering backed by a strategic alliance with CitigroupEducation and market updates• Economic updates with live presentations and videos• Forward looking investment strategy• Volatility calls• Sector updatesCorporate offerings• Access to capital raisings (including IPOs)• Morgans is a major participant in the Australian listed fixed interest market with an extensive range of new investment opportunities
