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Diana Lock
CFP® MSAFAA
Private Client Adviser
Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Diana commenced her career in financial services in 1982 and has extensive experience in banking, stockbroking and financial planning.
Investment Style
As an investment adviser Diana works one-on-one with her clients to construct long-term wealth creation strategies as well as portfolio management, pre-retirement planning and retirement planning. Diana creates tailored investment portfolios based on each client’s individual risk profile investment needs and goals.
Services and Specialties
Retirement and Estate Planning
Personal Insurance
Wealth Management
Portfolio Administration
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Superannuation
Securities
Financial Planning
Generic
Margin Lending
Life Insurance
Managed Investments
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me by way of salary.
