"I like to use tailored strategies that are designed to suit the needs of individual clients focusing on educating the client so that they have an understanding of their investment strategies."
Sue has been a member of the team at Morgans Armidale since 2002 and has extensive experience in providing essential support to clients. Commencing in a strictly administration role, Sue has gone on to complete her Diploma of Financial Planning and is now a fully qualified adviser.
Services and specialities
- Options and Warrants
- Personal Insurance
- Portfolio Administration
- Superannuation Advice
- Wealth Management
Sue specialises in building long term core portfolios utilising shares and property trusts for individuals and superannuation funds seeking capital appreciation and income. She is active in developing strategies for estate planning and superannuation with a long term focus.
Industry Education & Experience
- Diploma of Financial Services (Financial Planning) , Kaplan, 2008
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by New England Investor Services Pty Ltd which operates the business of Morgans Financial Limited - Armidale. My employer remunerates me as your adviser by way of salary.
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Life Insurance
- Managed Investments