Stockbroking | Wealth Management | Corporate Advice

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Support Staff

Roma Smith

Roma Smith

Office Manager - Administration & Compliance

Roma joined Morgans in April 2005, bringing 20 years’ experience in the financial services industry. In 2007 Roma completed her RG146 studies and became an Authorised Representative of Morgans. Roma assists with stockbroking clients and took on the role of Office Manager in October 2011. Roma holds a Certificate IV in Financial Services, RG146 Generics & Securities and completed her Diploma of Management in 2013. With the ever changing world of finance Roma has also recently taken on the role of Compliance Manager.

Phillipa Clews

Phillipa Clews

Client Service Manager

Phillipa joined our team in April 2012 as our receptionist and was promoted to Client Service Manager at the beginning of 2014. Phillipa will provide support in all facets of administration and insurance for the advisers within the Toowoomba office. Phillipa enjoys the direct interaction with clients and the challenges and changes the financial services industry presents on a daily basis and her focus is to provide Morgans’ clients with efficient and cheerful assistance.

Janene Luck

Janene Luck

Client Service Manager

Janene joined our team in November 2014 as Client Service Manager. Prior to joining Morgans Janene and her Husband ran a family owned Car Dealership business in Jandowae and also has a background in banking and finance. Janene brings with her extensive administration and client management skills. Janene will provide support in all facets of administration and insurance for the advisers within the Toowoomba office. Janene loves the day to day contact with clients through her role at Morgans.

Mitchell Jones

Mitchell Jones

Undergraduate

Mitchell is a recipient of our Scholarship Program. He is currently studying a Bachelor of Commerce at USQ. Mitchell joined the Morgans team in 2015 and currently provides support to all Toowoomba office advisers as Advisers Assistant.




Jacob Carlile

Jacob Carlile

Undergraduate

Jacob is currently studying a Bachelor of Commerce majoring in Finance and Accounting at USQ and is our latest recipient of our Scholarship Program. Jacob joined the Morgans team in 2016 and currently provides support to all Toowoomba office advisers as Advisers Assistant.


Bec Cameron

Bec Cameron

Receptionist

Bec joined the team in Toowoomba in 2014 as our Receptionist. Client interaction and satisfaction is something Bec enjoys undertaking day to day and she looks forward to excelling in the financial services industry.