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Alicia Adams
Investment Adviser
I aim to provide the best solutions in meeting your financial needs.
Alicia has been employed in the finance industry since 2006. She moved to Morgans in mid 2010, after being employed as a Portfolio Administrator for 3 years in funds management. Alicia holds a Bachelor of Commerce from the University of Melbourne and RG146 qualifications through a Diploma of Financial Services (Financial Planning).
Investment Style
Working within a team of advisers, Alicia's role is to provide assistance to the team of stockbrokers in Canberra. Alicia's academic background combined with her experience in numerous roles within financial services enables her to serve the investment needs of clients of Morgans at its Canberra branch.
Services and Specialties
Portfolio Administration
Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Bachelor of Arts
Bachelor of Commerce
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Direct International Equities Trading Adviser
Securities
Tax (financial) Adviser
Generic
Financial Planning
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Managed Investments
Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
