"I utilise informed analysis, prudent judgement gained from my years of experience and am diligent in my efforts to help clients create and preserve wealth."
Prior to starting with Morgans, Lucy worked with Terrian Securities, Commsec and Epic securities in roles including Advisor Assistant and SEATS Operator.
Lucy has been with Morgans since 2002.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Lucy values developing long-term client relationships. She specialises in listed investments and providing general guidance regarding shares and portfolio suggestions.
Industry Education & Experience
Qualifications
- Certificate in Financial Markets, Securities Institute Australia, 1998
- Diploma of Commerce , Insearch Institute of Commerce, 1995
- Master of Business in Finance, University of Technology, 2001
Approved Competencies
- Generic
- Margin Lending
- Securities
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.