Anne Purvis

alt

Authorised Representative: 001005244

Investment Adviser

"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
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Anne seeks to identify good quality investments which will provide steady growth and income over the medium term.

Industry Education & Experience

Qualifications
  • 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
Professional Associations
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
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.