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Annie Sutcliffe
AFin
Private Client Adviser
As your trusted advisers, we aim to maximise your long-term wealth in order for you to enjoy the lifestyle that you deserve.
Annie is a Private Client Adviser with our Family Office in South Yarra and has been with Morgans since 2003. She assists our Managing Partner Neil Sutcliffe in developing investment strategies and financial solutions for our clients. Annie operates our estate executor services, liaising with executors and their legal representatives regarding estate settlement and beneficiary transfers.
Investment Style
We encourage our clients to view us as their family wealth managers by assisting them with their strategic wealth planning, investment tax planning and managing their listed investments and SMSF portfolios – whilst helping them to reduce their investment and personal wealth risks. This holistic approach enables our clients to benefit from financial advocates dedicated to helping them achieve their financial goals and working with their other trusted advisers.
Services and Specialties
Retirement and Estate Planning
Fixed Interest and Cash Management
Investment Advice
Portfolio Administration
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Investment Planning 1
Foundations of Financial Planning
Associations
Affiliate Member of the Financial Services Institute of Australasia
Competencies
Tax (financial) Adviser
Generic
Securities
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Financial Planning
ASIC Financial Advisers Register
Managed Investments
I am a partner of Dunelm Capital Partners Pty Ltd which operates the business of Morgans Financial Limited - South Yarra. My employer remunerates me by way of salary. As a shareholder of Dunelm Capital Partners Pty Ltd, I may be entitled to a share of profits. As a Partner of Dunelm Capital Partners Pty Ltd, I will be entitled to a share of profits.
