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Georgie Hennekens
BIntBus GDipAppFin
Private Client Adviser
I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Georgie has been with Morgans in various roles since 2002. Since 2007 her focus has been on providing investment advice and portfolio construction for private clients.
Investment Style
Georgie focuses on long term portfolio management, but also actively seeks to exploit short term opportunities in equities. Her investment advice is based on a full and complete understanding of each client and their particular needs. She incorporates such issues as risk profiling and asset allocation in order to generate tax effective income and growth for her clients.
Services and Specialties
Stockbroking
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Professional Diploma in Stockbroking
Graduate Diploma of Applied Finance
Margin Lending Accreditation Program
SDIA Accreditation Program
Bachelor of International Business
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Managed Investments
Tax (financial) Adviser
Direct International Equities Trading Adviser
Margin Lending
FASEA Financial Adviser Exam
Securities
Superannuation
ASIC Financial Advisers Register
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
