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Dianne Colledge
DipFinPlan MeSAFAA
Private Client Adviser
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.
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.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Diploma of Financial Services (Financial Planning)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Financial Planning
Margin Lending
Securities
Generic
Managed Investments
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.
