"I look to optimise the quality of life of my clients by providing them with clear and considered investment advice and strategy."
Dianne is a private client adviser who has worked in all facets of the financial services industry for the last 30 years, ranging from financial planning through to institutional funds management.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Retirement and Estate Planning
- Self-Managed Super Funds
- Superannuation Advice
Investment Style
Dianne's investment style is based on creating long-term sustainable returns for client's portfolios through both tax-effective income and growth of invested capital. Dianne specialises in portfolio strategies for high net wealth individuals, young wealth accumulators and retirees. Dianne's focus is to develop, maintain and enhance client relationships by creating foundations of trust and superior service.
Industry Education & Experience
Qualifications
- Diploma of Financial Services (Financial Planning) , TRIBECA, 2004
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.