Anne Germon

Finance Manager

Anne is responsible for the financial management and reporting, accounting, and payroll for the Morgans businesses in Milton, Springfield and Townsville. Her many years’ experience in financial services businesses operations and people management have equipped her well to provide accurate and timely reports to the Board of Directors and Management team which assists with company’s strategic planning.

David Clark

General Manager

David Clark is the General Manager of the Morgans Branches in Milton, Springfield-Ipswich and Townsville. As General Manager, David reports to the Board of Directors and has responsibility for the strategy execution as well as oversight of both the Wealth Advisers and operational teams across the three offices.

David’s career in financial services spans over 30 years and has included senior executive roles both in Australia and Asia. He spent many years in Institutional Banking with National Australia Bank in Hong Kong leading a team of Institutional Bankers. Back in Australia, David worked with Westpac Group in senior banking roles, before transitioning into funds management with Oliver Hume Property Group.

David’s strength is providing clear communication in a collegiate team environment, ensuring our clients remain at the centre of everything we do.

Camilla Brown

Technical Adviser

As an experienced paraplanner with 10+ years experience, Camilla has a strong understanding of the end to end advice process and compliance requirements. Well organised and reliable, Camilla has experience in a wide range of products, including listed investments and strategies in relation to personal insurance, investments, superannuation, retirement planning, aged care and Centrelink. Key strengths include a can do attitude, analytical thinking, active learner, outcomes focussed, collaborative team player, great communication skills, time management and ability to work efficiently. And always willing to give something new a go. Camilla is an Authorised Representative of Morgans and holds a Bachelor of Business, majoring in Economics, an Advanced Diploma of Financial Planning through Kaplan, as well as being RG146 and FASEA compliant. Camilla supports the advisers of Morgans Milton Springfield and provides guidance to Junior Paraplanners and Provisional Financial Advisers.

Petrea Mansul

Technical Adviser

Petrea’s role is to provide support to our financial advisers with regards to developing and implementing technical strategies for our clients.  Petrea holds a Bachelor of Commerce, Bachelor of Economics, a Graduate Diploma in Financial Planning and a Masters in Applied Law.  Petrea has a particular interest in superannuation and retirement planning.

Paul Bennett

Paraplanner

Paul joined the Morgans Milton team in December 2021 and has 20 years’ experience in financial services. As part of the technical team his role is to support our financial advisers in developing and implementing strategies for our clients. Paul is a career paraplanner and enjoys seeing sound financial strategies assist clients achieve what’s important to them. He holds a Bachelor of Economics and the CFP® designation.

Rowena Giufre

Receptionist/Administration Assistant

Rowena has been the front-line team member at Milton since 2013. She provides clerical support to our team of Client Service Managers and provides a warm and friendly greeting to all clients and visitors to the Milton office.

Robyn Lang

Client Service Manager

Robyn commenced working with Morgans in the Wealth+ Department in 2011 after a number of years with a global fund manager in Cayman Islands. She joined the team at Milton in February 2016 and provides valuable assistance to our advisers with excellent client service and administration.

Jessica Scott

Client Service Manager

Jessica joined the Milton team in 2020 following many years working in Morgans Head Office where she gained considerable experience in both corporate and back office departments and most recently was a key member of the Wealth Plus support team. Jessica holds a Bachelor in Science majoring in Biotechnology and Business.

Samantha Pickering

Client Service Manager

Samantha joined the Morgans Milton team in October 2021 after relocating from Darwin where she worked as a dealers assistant with Morgans for four and half years. She has over 10 years of administrative experience and provides valuable support to our team of advisers. She believes in doing everything to the best of her ability and therefore, strives to provide exceptional customer service to our clients.

Marie Rolton

Client Service Manager

Marie joined the Morgans Milton and Springfield team in January 2023. She brings a wide range of experience in all facets of client services in financial planning with a particular focus on personal risk insurance. Marie assists our Private Client Advisers with insurance administration and implementation. She holds a Bachelor of Commerce, majoring in Financial Planning and Accounting and has worked in the financial services sector since 2015.