RBS Morgans: Spring Hill

About

RBS Morgans Spring Hill

We are dedicated to a client first focus, with a view to building long term

relationships. Our people are committed to delivering client outcomes through a focused service ethic, and we take great pride in the professional quality of our work.

We specialise in strategic, tailored investment solutions to create and preserve wealth. Our experienced Wealth Management Advisers are supported by a research capability that has, over time, been recognised as one of the leading providers in Australia.

Industry Education & Experience

Joseph is an Investment Adviser in the Spring Hill office of RBS Morgans. Before joining RBS Morgans, Joseph was a Financial Adviser with Macquarie Bank. Joseph has studied Business Management and Law at the Queensland University of Technology and has a post-graduate Diploma of Financial Planning. He has completed further studies in Derivatives and Self Managed Super Funds.

Joseph provides advice on the following asset classes:

Australian equities

Fixed interest and hybrid securities

International equities

Derivatives

Cash Managed funds

Real estate investment trusts

Joseph is an employee of The Spring Hill Partnership, which is the entity that manages the office of RBS Morgans Limited in Spring Hill and is remunerated by way of salary and discretionary bonuses.

Investment Style

Joseph has a top down investment style focusing on medium to long term investment outcomes. He applies a detailed understanding of macro-economic, global and sectoral issues along with fundamental analysis of individual investment opportunities. At all times the focus is on the individual client?s investment needs and the trade off between risk and return. He believes strongly in the benefits of quality, diversified investment portfolios.

ASIC Approved Competencies

- Securities

- Managed Investments

- Financial Planning

- Superannuation

- Life Insurance

- Derivatives Level 1

- Derivatives Level 2