THE MORRISSEY GROUP
The Morrissey Group brings a diverse set of skills to help guide all elements of your investment plan. We work with you to define your strategy and construct a portfolio specifically designed to satisfy your risk profile and investment requirements.
We pride ourselves on achieving the best returns for investors while exposing you to as little risk as possible. We work with individuals, families and businesses to provide investment solutions that assist in the preservation, growth and management of your wealth.
The Morrissey Group draws on the considerable expertise within Shaw and Partners and from a wide variety of external sources to develop and implement investment strategies that meet your individual requirements and long-term objectives.
We endeavour to assess your personal circumstances to determine the best investment strategy for you. Whether you desire more or less participation in managing your portfolio, we implement a rigorous process that is targeted at understanding your financial goals. We pride ourselves on delivering personalised strategies that focus on your needs and encapsulate your values
The Morrissey Group offers a complete range of investment solutions and advice across multiple asset classes to produce personalised solutions, whatever your stage of life.
MEET THE TEAM
Ben Morrissey
Senior Wealth Adviser & Founding Adviser
Alex Henderson
Private Wealth Adviser
Anu Souvannavong
Associate Advisor
Ben has been involved in the Wealth Management industry for almost 30 years and is the lead Investment Manager and strategist within the Morrissey Group.
Ben’s responsibilities include stock selection, asset allocation and investment strategy. Ben meets with clients regularly and as required and liaises with companies in which Morrissey Group clients hold an interest or may potentially hold an interest.
Ben is a Richmond supporter and has a Brown belt in Brazilian jiujitsu.
Accolades:
Graduate Diploma in Applied Finance and Investment
Diploma of Financial Planning
Master Practitioner Member of the SAFAA
ADA2 accredited and a Fellow of FINSIA
FASEA compliant
Alex started his career at J.B.Were & Sons (which later became Goldman Sachs J.B.Were) in 2000 and then spent the next decade at portfolio administration platforms, Praemium and Powerwrap. He then became head of portfolio services at Shaw and Partners.
Alex is now the Morrissey Group platform specialist and manages all aspects of our three different portfolio management solutions.
Alex is a Carlton supporter, New England Patriot fan as well as a passionate cyclist.
Accolades:
Bachelor of Business (Economics and Finance)
Graduate Diploma in Applied Finance and Investment
Diploma of Financial Planning
Member of the Financial Planning Association
FASEA compliant
Anu is the newest member to the team, starting his career at Computershare, then moving onto Bell potter and now with Shaw and Partners.
Anu is now part of the Morrissey Group and plays the crucial supportive role within the team.
Anu is also a Carlton supporter, Arsenal fan and enjoys cycling and running.
Accolades:
Bachelor of Commerce (Accounting and Finance)
Graduate Diploma of Financial Planning
Accredited Derivatives Adviser Level 1 (ADA1)
FASEA compliant