Alicia Adams
Investment Adviser
I aim to provide the best solutions in meeting your financial needs.
Alicia has been employed in the finance industry since 2006. She moved to Morgans in mid 2010, after being employed as a Portfolio Administrator for 3 years in funds management. Alicia holds a Bachelor of Commerce from the University of Melbourne and RG146 qualifications through a Diploma of Financial Services (Financial Planning).
Investment Style
Working within a team of advisers, Alicia's role is to provide assistance to the team of stockbrokers in Canberra. Alicia's academic background combined with her experience in numerous roles within financial services enables her to serve the investment needs of clients of Morgans at its Canberra branch.
Services and Specialties
Stockbroking
Superannuation Advice
Portfolio Administration
Wealth Management
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Diploma of Financial Services (Financial Planning)
Bachelor of Arts
Associations
No items found.
Competencies
Financial Planning
Generic
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
