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Alicia Adams

Alicia Adams

Authorised representative number: 000414815

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

Portfolio Administration
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management

Qualifications and Professional Affiliations

Diploma of Financial Services (Financial Planning)
Bachelor of Arts
Bachelor of Commerce


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Financial Planning
Managed Investments
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.