Morgans Partner - BUNDABERG BRANCH MANAGER

Karl Brosnan

SPECIALIST AREAS

Stockbroking, Portfolio Management, Wealth Management, Fixed Interest and Cash Management, Margin Lending and Gearing Strategies.

BIO

Karl joined Morgans in 2003 and has built a solid base of private clients. Karl works with his clients to gain a complete understanding of their specific investment goals and objectives. His background includes international work experience with London broking firms and equity analysis experience whilst working and studying in the Netherlands. Karl became a Partner of Ulton in 2007.

"When clients speak to me regarding their investment portfolios and wealth creation objectives, I provide them with well thought-out advice and strategies which aim to enhance their lifestyle."

To view Karl's Morgans profile, Click Here

 

Formal qualifications and memberships:

  • Graduate Diploma of Financial Planning
  • Bachelor of Business specialising in Economics and Marketing
  • Investment Qualifications at the Securities Institute of the United Kingdom
  • ASIC Approved Competencies

Authorised Representative: 000263526

HENRY DAVID THOREAU

“Wealth is the ability to fully experience life.”

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