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Lucy Wang
DipCom MBA(Fin)
Senior Adviser - Morgans Wholesale Services
I utilise informed analysis, prudent judgement gained from my years of experience and am diligent in my efforts to help clients create and preserve wealth.
Prior to starting with Morgans, Lucy worked with Terrian Securities, Commsec and Epic securities in roles including Advisor Assistant and SEATS Operator.
Lucy has been with Morgans since 2002.
Investment Style
Lucy values developing long-term client relationships. She specialises in listed investments and providing general guidance regarding shares and portfolio suggestions.
Services and Specialties
Wealth Management
Portfolio Administration
Stockbroking
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Diploma of Commerce
Master of Business in Finance
Certificate in Financial Markets
Associations
No items found.
Competencies
Securities
Generic
Margin Lending
I am employed by North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
