A decade of considered advice
AR number: 001297699

A decade across superannuation, self-managed super funds and retirement planning. SMSF specialist, with a Master of Financial Planning.
Elizabeth has built a decade-long career
in financial services and now provides
advice as a Private Client Adviser
specialising in self-managed super funds,
superannuation and retirement planning.
my approach
Advice approach

Elizabeth's approach is built on tailored, personalised advice and long-term relationships founded on trust. She helps clients work towards their financial goals across retirement planning, superannuation, wealth creation, direct equities and portfolio management. Backed by Morgans' extensive in-house research and broad access to investment opportunities, she has the flexibility to shape investment selection and portfolio construction around each client's circumstances.

Services & Specialties

Self-managed super funds (SMSF specialist)
Superannuation advice
Retirement planning
Financial advice through separation and divorce
Wealth creation and direct equities
Portfolio management

media & insights
Translating complex market movements into clear, timely insights across mainstream and multicultural media.

Oil prices, interest rates and the ASX reporting season: what investors need to watch in 2026

Morgans' Raymond Chan explains what rising oil prices mean for interest rates, the US dollar and the ASX reporting season on SBS World News.

Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk

Super condition of release: when can you access your super?

A condition of release, not just your age, unlocks your super. Morgans explains preservation age, TTR and Age Pension age for your retirement.

Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk

Is Australia an Oil Export Country?

Australia exports crude oil yet imports most of its fuel. Morgans' Raymond Chan explains the oil paradox, energy security and what it means for investors.

Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk

Oil prices, interest rates and the ASX reporting season: what investors need to watch in 2026

Morgans' Raymond Chan explains what rising oil prices mean for interest rates, the US dollar and the ASX reporting season on SBS World News.

Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk

Super condition of release: when can you access your super?

A condition of release, not just your age, unlocks your super. Morgans explains preservation age, TTR and Age Pension age for your retirement.

Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk

Is Australia an Oil Export Country?

Australia exports crude oil yet imports most of its fuel. Morgans' Raymond Chan explains the oil paradox, energy security and what it means for investors.

Raymond Chan (AR: 000259387)
Private Client Adviser / Head of Asian Desk
community support
Making a difference beyond financial advice
Proud Supporter
SUPPORTING LOCAL ANIMAL WELFARE

Capricorn Animal Aid. A second chance

Capricorn Animal Aid is a volunteer-run charity that has cared for abandoned, stray and unwanted dogs and cats across Rockhampton and Central Queensland since 1998. The organisation works to rehome animals into safe, loving homes and runs subsidised desexing so local families on concession cards can care for their pets. Elizabeth is a proud supporter of the work Capricorn Animal Aid does for animals and their owners across the region.
contact raymond (陈浩庭)
Whether you're planning for retirement or growing your wealth, I'm here to help you move forward with confidence.
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