Chalk Capital

Suite 3, 142 Campbell Street, Toowoomba

(07) 4639 1277

 (07) 4639 1277 Request a call

Support Staff

Roma Smith

Roma Smith

Office Manager - Administration & Compliance

Roma joined Morgans in April 2005, bringing 20 years’ experience in the financial services industry. In 2007 Roma completed her RG146 studies and became an Authorised Representative of Morgans. Roma assists with stockbroking clients and took on the role of Office Manager in October 2011. Roma holds a Certificate IV in Financial Services, RG146 Generics & Securities and completed her Diploma of Management in 2013. With the ever changing world of finance Roma has also recently taken on the role of Compliance Manager.

Kym Naumann

Kym Naumann

Paraplanner

Kym joined the team at Morgans as Paraplanner at the beginning of 2020. Kym brings with her an extensive background and knowledge in Self Managed Superannuation where she has specialized for over 20 years. Kym holds a Graduate Diploma in Financial Planning and remains up to date with all the changes in the finance industry through her involvement in the SMSF Association. Kym’s role at Morgans is to provide the necessary technical support to the advisers, allowing them the ability to work more closely with the clients.

Janene Luck

Janene Luck

Client Service Manager

Janene joined our team in November 2014 as Client Service Manager. Prior to joining Morgans Janene and her Husband ran a family owned Car Dealership business in Jandowae and also has a background in banking and finance. Janene brings with her extensive administration and client management skills. Janene will provide support in all facets of administration and insurance for the advisers within the Toowoomba office. Janene loves the day to day contact with clients through her role at Morgans.

Bec Cameron

Bec Cameron

Client Services Manager

Bec joined the team in Toowoomba in 2014 as our Receptionist. In 2017 Bec was promoted to Client Services Manager and joins the administration team assisting the advisers within the Toowoomba office. Client interaction and satisfaction is something Bec enjoys undertaking day to day and she looks forward to excelling in the financial services industry.

Eliza Kelly

Eliza Kelly

Undergraduate

Eliza is currently studying a Bachelor of Commerce majoring in Finance and Accounting at USQ and is our latest recipient of our Scholarship Program. Eliza joined the Morgans team in 2018 and currently provides support to all Toowoomba office advisers as Advisers Assistant.