Blake Sweeny
Financial Adviser
Direct:
0403 201 6930403 201 693
My Mission Statement
Leveraging the firm's global research and investment capabilities to deliver full scope wealth management services to high-net-worth families, founders and foundations.
My Story and Services
Blake Sweeny has worked in the financial services industry for more than 10 years and has extensive experience in managing private wealth.
Blake focuses on delivering holistic investment solutions for his clients by leveraging the firm's global research and investment capabilities. This solution often involves working with other professional advisers including lawyers, accountants, estate planners and insurance specialists. He believes this collaboration is critical in navigating the investment landscape and the ultimate success of a family’s wealth management plan.
Blake has considerable knowledge and experience in:
- Domestic and global equites
- Fixed income and hybrid securities
- Bonds and corporate debt markets
- Private market and unlisted assets
- Foreign exchange and commodities
- Portfolio management and asset allocation
- Multi-currency margin lending
- Concentrated security lending
- Structured products
Blake is a big sports enthusiast who loves tennis, golf, skiing and football. He also loves travel and appreciates good food and wine amongst family and friends
Blake focuses on delivering holistic investment solutions for his clients by leveraging the firm's global research and investment capabilities. This solution often involves working with other professional advisers including lawyers, accountants, estate planners and insurance specialists. He believes this collaboration is critical in navigating the investment landscape and the ultimate success of a family’s wealth management plan.
Blake has considerable knowledge and experience in:
- Domestic and global equites
- Fixed income and hybrid securities
- Bonds and corporate debt markets
- Private market and unlisted assets
- Foreign exchange and commodities
- Portfolio management and asset allocation
- Multi-currency margin lending
- Concentrated security lending
- Structured products
Blake is a big sports enthusiast who loves tennis, golf, skiing and football. He also loves travel and appreciates good food and wine amongst family and friends
Services Include
- Wealth Transfer and Estate Planning
- Portfolio Management
- International Investing
- High Net Worth Investing
- Investment Implementation
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
WORKING WITH YOU
Blake operates within a world-class firm and in drawing on the firm’s global research and investment capabilities he is able to provide his clients with best-in-class investment opportunities. By leveraging this global reach, Blake delivers a comprehensive range of financial solutions on a global platform which enables him to effectively implement customised wealth strategies.
EDUCATION
Master of Business Administration
Graduate Certificate of Management (Finance)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Graduate Certificate of Management (Finance)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Location
71 Eagle Street
Level 24
Brisbane, QLD 4000
AU
Direct:
0403 201 6930403 201 693
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Pre-liquidity Event
Optimising your exit strategy through proper planning
- Tax implications
- Investment strategy
- Estate planning
- Philanthropy
Preparing for a Liquidity Event
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Ready to start a conversation? Contact Blake Sweeny today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.