Sandra Mason

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DipFinPlan MSAFAA

Authorised Representative: 001004770

Investment Adviser

"I am dedicated and aim to help clients achieve their goals with their best interest at heart. I am passionate about providing a personalised service based on my client’s individual circumstances and needs."

Sandra is a highly experienced Client Relationship Manager with over 20 years' experience in the Stockbroking & Wealth Management industry. Utilising deep client engagement skills and strong administrative management experience to strengthen client connections. Sandra is detail-oriented team player with strong work ethic motivated and prepared to contribute her extraordinary and diversified skill set to achieve business success.

Services and specialities

  • Fixed Interest and Cash Management
  • Investment Advice
  • Margin Lending and Gearing Strategies
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Sandra is committed to maintain professional and friendly customer interaction and develop an awareness of each client’s needs, financial and investment objectives. Investing in line with client’s investment strategy to achieve client’s goals. Sandra’s aim for clients’ investment is capital preservation, capital growth and income. Recommending an asset allocation plan based on the client’s risk parameters

Industry Education & Experience

Qualifications
  • Diploma Financial Planning, Kaplan, 2017
  • Professional Diploma Stockbroking , Deakin, 2017
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.