Start the conversation

I look to help clients work towards their financial goals through clear, personalised advice across superannuation, retirement planning and portfolio management.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
*By submitting your email, you understand you are opting-in to receive ongoing communications from Morgans. You understand your email may be used to invite you to attend investment webinars, IPO briefings and other marketing communications and purposes. You can unsubscribe at any time and your email will be removed from our marketing list.

SCAM ALERT: Morgans urges you to be wary of investment scams circulating online and on social media. You can read more about how you can protect yourself here.

Stockbroking
Our stockbroking services
Buy and Sell Shares
Exchange Traded Funds (ETFs)
ESG Investing
IPOs & Share Offers
Fixed Interest
Options and Warrants
Margin Lending
Quick Links
A guide to investing
A beginners guide to shares
Understanding fixed interest securities
ESG Conscious Investors
Qualified Investor Panel
Wealth Management
Building your wealth
Financial Planning
Portfolio Construction
Tax Planning
Personal Insurance
Retirement and Estate Planning
Superannuation
Self-Managed Super Fund (SMSF)
Aged Care
Not For Profit
Portfolio Administration
Quick Links
How much super is enough?
Financial Planning for a Family
Financial Planning in your 20s
Financial Planning for Retirement
What is an SMSF?
SMSF Investment Strategy
What to do when you receive a large inheritance
Research
Our research
Our research team
Company coverage
Research notes
Corporate
Corporate advisory services
IPOs and Share Offers
Our corporate team
Institutional
Institutional advisory services
Our institutional team
Insights
About us
Who we are
Our story
Our network
The Morgans Foundation
Our partnerships
Big Dry Friday
Women in Wealth
Our Board
Morgans Holdings (Australia) Limited Board
Morgans Financial Limited Board
Careers
Our programs
Our recruitment process
Find a branch
Find an adviser
Contact us
Log in
Find a branch
Find an adviser

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.
contact me
contact me
Community support
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

get in touch
get in touch
media & insights
Translating complex market movements into clear, timely insights across mainstream and multicultural media.
No items found.
No items found.
community support
Making a difference beyond financial advice
Proud Supporter
Suporting 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.

Visit Capricorn Animal Aid
Visit Capricorn Animal Aid
contact
Elizabeth
I look to help clients work towards their financial goals through clear, personalised advice across superannuation, retirement planning and portfolio management.
Wealth Management
Portfolio Administration
Self-Managed Super Funds
Financial Planning
Stockbroking
Retirement & Estate Planning
Superannuation Advice
*By submitting your email, you understand you are opting-in to receive ongoing communications from Morgans. You understand your email may be used to invite you to attend investment webinars, IPO briefings and other marketing communications and purposes. You can unsubscribe at any time and your email will be removed from our marketing list.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CoreData Licensee Awards 2025_Licensee of the Year
CoreData Licensee Awards 2025_Licensee of the Year
AIRA Best Practice Awards
AIRA Best Practice Awards
AIRA Best Practice Awards
AIRA Best Practice Awards
AIRA Best Practice Awards
Who we areInsightsMorgans FoundationCareersMedia & Awards
StockbrokingWealth ManagementResearchCorporateInstitutional
Research policiesPolicies & terms of useSecurity and scamsHelp, support & formsPodcasts & videosGlossary
Copyright © 1996-2026 Morgans Financial Limited. All rights reserved. ABN 49 010 669 726 | AFSL 235410 | A participant of ASX Group.
Preferences

Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website.

Accept all cookies

These items are required to enable basic website functionality.

Always active

These items are used to deliver advertising that is more relevant to you and your interests.

These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features.

These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.