lachlan gaffney

lachlan gaffney

team leader

About

Service Owner at Morgans Financial Limited

Country

australia

City

brisbane

Industry

financial services

Skill

equities, business development, lotus notes, risk management, portfolio management, team leadership, itil, financial markets, investments, project delivery, stakeholder management, derivatives, business process improvement, technical analysis

Experience

kpmg

team leader deskside services

kpmg

2008-1 - 2010-4 · 2 yrs 4 mos
morgans financial limited

team leader

morgans financial limited

2010-4 - Present · 16 yrs 6 mos

Australia's largest national full-service retail stockbroking and wealth management network with over 300,000 clients, 500 authorised representatives and 850 staff operating from 60 offices in all states and territories.The services offered by the group are extensive and include the following:- Full service stockbroking including exchange traded options and warrants.- Investment portfolio reviews.- Margin lending facilities.- Nominee, custodial and administration management through our Managed Portfolio Service (wealth+).- Equity raisings such as Initial Public Offers, sub- underwriting and sophisticated investor offers.- Financial planning services comprising personal financial planning, retirement and superannuation planning, estate planning, and personal and life insurance.- SMSF administration- A full range of fixed interest and income focused investment opportunities.

Education

griffith university

griffith university

1996-1 - 1998-1 · 2 yrs 1 mo

lachlan gaffney's Contact Information

Email

******@***.com

Phone

(**) *** ****

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