"My core objective is to create, preserve and maximise wealth through effective financial management and by providing clear and considered investment advice and strategy."
Chung started her career in the financial industry at ANZ Bank. She joined Morgans in 1997. Her areas of practice now span from advising on direct share investments through to financial planning. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications.
Services and specialities
- Stockbroking
- Wealth Management
- Superannuation Advice
- Portfolio Administration
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
Investment Style
Chung has a particular interest in long-term portfolio construction, using both direct investment and managed funds. She focuses on building sustainable portfolios and capital protection when deriving a reliable and consistent income stream for retirees. Chung takes care in the initial detailed analysis of a client's situation to ensure she develops appropriate strategies.
Industry Education & Experience
Qualifications
- Master of Business Administration (MBA), University of Queensland, 1999
- Bachelor of Commerce, University of Queensland, 1993
- Bachelor of Economics, University of Queensland, 1995
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia, 1995
Professional Associations
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.