Phone: (07) 4771 4577
Email: lhirst@abnamromorgans.com.au
Investment Style
In addition to his primary focus on investment and portfolio management, Lloyd is able to assist client’s structure their investments appropriately, considering taxation issues, superannuation, trusts to maximise benefits for clients.
Every client’s circumstances and objectives are different. Lloyd aims to tailor solutions to each individual’s needs. Lloyd focuses on investments, portfolio management and investment structures.
He considers tax issues, changing markets, superannuation and estate planning, and then builds an investment approach which includes listed securities, property, cash and hybrid investments.
Most importantly, Lloyd works as part of the team at ABN Amro Morgans Townsville, to ensure clients benefit from the resources and experience of the entire teams collective strengths.
Industry Education & Experience
Lloyd has completed a Graduate Diploma in Applied Finance and Investment & a Graduate Diploma in Financial Planning. Prior to joining ABN Amro Morgans Townsville, Lloyd worked for Selected Capital Securities, ANZ Bank, Bridges Financial Services and Green Light Financial Services in Financial Planning and Stockbroking capacities.
He has a wealth of practical business experience ranging from large organisations to small owner operator businesses. With over 25 years of personal investment experience, Lloyd is well placed to advise clients on investment strategies appropriate to their goals and circumstances.
Remuneration
Lloyd is remunerated by way of salary & bonus.
Professional Associations
F FIN Fellow of the Financial Services Institute of Australia
ASIC Approved Competencies
• Securities
• Financial Planning
• Managed Investments
• Superannuation
• Life Insurance


