"Providing advice to clients should always be based upon what they would like to achieve with their finances given their tolerance for risk. Clients must feel comfortable with their investments."
Adrienne has worked in financial markets for several years, starting out as a SEATS operator on the Australian share market in 1995, before moving overseas to work in investment banking in London for seven years. Adrienne then returned to Australia in 2005 to work for Morgans as a financial planner.
Services and specialities
- Aged Care
- Fixed Interest and Cash Management
- Personal Insurance
- Retirement and Estate Planning
- Superannuation Advice
- Wealth Management
Adrienne firstly reviews a client's current situation with a view to understanding their income, spending habits and financial requirements. She then works with the client to introduce strategies that aim to improve their overall financial position and assist in achieving their financial and lifestyle goals. All advice is based upon the client's tested risk tolerance and subsequent asset allocation.
Industry Education & Experience
- Bachelor of Commerce, University of Queensland, 1994
- Graduate Diploma of Applied Finance & Investment, Finsia, 1995
- CERTIFIED FINANCIAL PLANNER®, FPA, 2005
I am employed by Branbo Pty Ltd which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me as your adviser by way of salary and percentage of fees.
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending