Andrea Morgan
Private Client Adviser
Creating, managing and protecting wealth through effective financial management is my core objective. I take a holistic approach considering wealth creation, estate planning, risk management, retirement planning and portfolio management.
Andrea has been involved in the financial services industry since 1986, starting out at Town & Country Building Society. Prior to joining Morgans, Andrea worked for stockbrokers Porter Western Limited and subsequently Macquarie Financial Services (who purchased Porter Western). Andrea's exposure, whilst working within the equity market managing her own portfolio of equities, has given her a passion for the industry.
Investment Style
Andrea is determined to focus on her client's long-term wealth creation and portfolio management by tailoring strategies based on each client's financial goals and objectives. Andrea works closely with her clients to develop robust and disciplined, but flexible, strategies that consider their individual circumstances. The result is a complete wealth management service that is customised to meet the particular long-term goals of each client.
Services and Specialties
Retirement and Estate Planning
Philanthropic Services
Margin Lending and Gearing Strategies
Portfolio Administration
Self-Managed Super Funds
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Tier 1 Adviser Compliance Solution
Associations
No items found.
Competencies
Financial Planning
Securities
Superannuation
Margin Lending
Generic
Managed Investments
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of percentage of fees.
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary and percentage of fees.
