"Putting my clients first has always been my priority; listening to their needs and developing an investment plan that targets their specific goals and focuses on building for their future."
Sandra is a senior investment adviser who has worked in the financial services industry since 1997. Sandra’s previous employers include Credit Suisse, First Boston and Deutsche Bank in London and Macquarie Financial Services in Australia.
Services and specialities
- Fixed Interest and Cash Management
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Sandra specialises in direct share investments for both long term, tax effective portfolio building and short term trading clients. Sandra is qualified to give strategic planning advice and has particular expertise in self managed super and retirement portfolios.
Industry Education & Experience
Qualifications
- Graduate Diploma of Financial Planning, Securities Institute, 2005
- Bachelor of Arts (Honours Economics & German), UWCC, 1993
- Ethics and Professional Relationships, QUT, 2020
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
Approved Competencies
- Securities
- Superannuation
- Financial Planning
- Managed Investments
- Margin Lending
- Life Insurance
- Derivatives Level 1
- Generic
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 percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.