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Louise Wegner-Parker
AFP® BBus Mgmt
National Manager - Specialist Advice
I provide objective needs-based advice based on informed analysis, prudent judgement and client consultation.
Louise holds a Business Management degree from Queensland University of Technology (QUT) and has actively worked in the financial services industry since 1994. She has gained her knowledge and experience by working across a broad range of sectors in the financial planning industry as well as completing additional studies through the Financial Planning Association of Australia (FPA) Tribeca, The Securities Institute and Kaplan.
Investment Style
Louise focuses on providing cost-effective advice in the areas of wealth creation, tax-effective investment planning, wealth preservation, asset protection and credit. She aims to work very closely with her clients to ensure that their financial goals are met, and that they continue to be met in retirement.
Services and Specialties
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Wealth Management
Superannuation Advice
Personal Insurance
Financial Planning
Retirement and Estate Planning
Qualifications and Professional Affiliations
Certificate IV in Financial Services (Finance/Mortgage Broking)
Estate Planning
Diploma of Financial Planning
Bachelor of Business Management
Associations
AFCA
Financial Advice Association of Australia (FAAA)
Competencies
Superannuation
Generic
Managed Investments
Life Insurance
Financial Planning
Margin Lending
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me 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.
