"I am dedicated to a 'client-first' focus with a view to building long-term relationships."
Sky is an Investment Adviser and Principal of the Spring Hill office. She provides strategic, tailored, investment solutions to create and preserve wealth for her clients. Before opening the Spring Hill office in 2008, she was an Adviser at Goldman Sachs JBWere.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Sky provides portfolio management and investment advice taking into account the needs, objectives and risk profile of clients. She strongly believes in the benefits of good quality investments within a diversified portfolio and focuses on capital preservation and ongoing risk management over a medium to longterm time frame.
Industry Education & Experience
Qualifications
- Bachelor of International Business, Griffith University, 2006
- Graduate Diploma of Applied Finance & Investment, Finsia (Kaplan Professional), 2007
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.