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Lindsay Tang
Investment Adviser
I focus on providing highly personalised service and financial advice by assisting my clients in wealth creation, management and preservation.
Lindsay's financial career started in Treasury & Capital market in Singapore before moving into a financial adviser's role and wealth management in Sydney in 1995. She has acquired a wide spectrum of financial experience working for global financial institutions. Lindsay draws on experience and ability to provide clients with valuable and objective investment advice.
Investment Style
Lindsay works closely with clients to develop long term and tactical investment strategies according to their risk profiles. The aim is to help clients meet their wealth management objective in the most efficient way. Following the implementation of strategy, she will continue to monitor and review portfolios to ensure optimal results are achieved.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Margin Lending and Gearing Strategies
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Bachelor of Economics
Margin Lending Accreditation Program
Professional Diploma in Stockbroking
Masters of Business in Finance
Accredited Derivatives Advisers Level 1
Ethics and Professional Relationships
SDIA Accreditation Program RG146
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
FASEA Financial Adviser Exam
Securities
Managed Investments
Generic
ASIC Financial Advisers Register
Margin Lending
Tax (financial) Adviser
Direct International Equities Trading Adviser
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
