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Yousra Touni
Senior Investment Adviser
I believe a clear investment strategy, ability to identify risk, poise during market volatility and open and proactive communication are what drives me to be a successful Investment Adviser.
With over 10 years’ experience in the industry, Yousra has a strong background in Financial Markets. Focusing on portfolio construction and ongoing advice, Yousra works closely with her investors to ensure they achieve their financial goals. Yousra prides herself in the strong relationships with her clients and strives to offer them a sincere and personalised service combined with solid investment advice.
Investment Style
Yousra works closely with her investors to identify key investment and lifestyle goals. Specialising in blue-chip shares, Yousra’s proactive management style takes advantage of market movements. Her clear and structured process combined with periodical portfolio reviews keep investors engaged with their finances.
Services and Specialties
Portfolio Administration
Stockbroking
Self-Managed Super Funds
Investment Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Bachelor of Computing
Ethics and Professional Relationships
Bachelor of Business
Professional Diploma in Stockbroking
Associations
No items found.
Competencies
Securities
Tax (financial) Adviser
FASEA Financial Adviser Exam
Margin Lending
Managed Investments
Generic
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
I am employed by Morgans Financial Plannig Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
