Support Staff

Tracie Scott

Tracie Scott

Office Manager

Tracie has taken over the role of Office Manager. She has been employed in the finance industry for over 20 years, holds a Diploma of Financial Planning and a Diploma Securities & Derivatives along with SMSF accreditation. She has been employed with Morgans since 2017.

Anita MacDonald

Anita MacDonald

Administration Assistant

Anita works part-time in the role of Administration Assistant. She provides support to all Advisors and handles the administration of Estates. Anita has completed a Cert IV in Financial Services and has been employed with Morgans since 1998.

SAXON KIRKLEY

Saxon Kirkley

Administration Assistant

Saxon has completed a Bachelor of Commerce with a Major in Economics from Macquarie University and is currently undertaking his Graduate Diploma in Financial Planning. He works with all advisors in the Sunshine Coast Office providing administrative and paraplanning support. Saxon has been employed with Morgans since July 2022 with prior experience in the Wealth Management sector.