"I believe sound financial advice comes for knowledge, experience and personal attention to detail. With over 30 years in investment markets, I can help my clients navigate the sometimes choppy waters of the share market."
Anne specialises in portfolio management, with a particular focus on Self Managed Superannuation.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self Managed Super Funds
- Superannuation Advice
- Wealth Management
Anne seeks to identify good quality investments which will provide steady growth and income over the medium term.
Industry Education & Experience
- Certificate of Financial Markets, Securities Institute, 1992
- RG146, Deakin Prime, 2002
- Margin Lending & Geared Investments, Kaplan, 2011
- Superannuation, RMIT Univesity, 2003
- Investment and Personal Financial Planning, Investment Training College, 1994
- Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
- Tax (Financial) Adviser
I am employed by North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
- Managed Investments
- Margin Lending