"I provide objective advice based on informed analysis, prudent judgement and diligent effort."
Prior to starting with Morgans, Lucy worked with Terrian Securities, Commsec and Epic Securities in roles including Adviser Assistant, SEATS Operator. Lucy has been with Morgans since 2002.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Wealth Management
Lucy assists clients with the view to protecting and growing their wealth with share and portfolio suggestions. She specialises in advising in equities.
Industry Education & Experience
- 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
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- 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.
- Margin Lending