"I consider your needs as a whole, and aim to provide comprehensive service across all areas of financial planning and investments."
Faith has been working in the financial services industry since 1983. In that time, she has held a variety of dealer assistant, administrative, compliance and client service/support roles, principally with JB Were and Morgans.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
Faith’s role is to assist the senior advisers within the Gold Coast office, either through the execution of client orders, or the processing of corporate actions and other administrative requirements. Faith also provides direct assistance to the Branch Manager with respect to ensuring the compliance and regulatory obligations of the business are satisfied.
Industry Education & Experience
- Core 1 Securites & Managed Investments Accreditation Program, SDIA Professional Program, 2009
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me as your adviser by way of salary and percentage of fees.
- Managed Investments