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Diana Lock

Diana Lock

CFP®
Authorised representative number: 000268327

Private Client Adviser

Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Diana commenced her career in financial services in 1982 and has extensive experience in banking, stockbroking and financial planning.

Investment Style

As an investment adviser Diana works one-on-one with her clients to construct long-term wealth creation strategies as well as portfolio management, pre-retirement planning and retirement planning. Diana creates tailored investment portfolios based on each client’s individual risk profile investment needs and goals.

Services and Specialties

Retirement and Estate Planning
Personal Insurance
Wealth Management
Portfolio Administration
Superannuation Advice
Stockbroking

Qualifications and Professional Affiliations

Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®

Associations

No items found.

Competencies

Superannuation
Securities
Financial Planning
Generic
Margin Lending
Life Insurance
Managed Investments
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me by way of salary.
I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Townsville. My employer remunerates me as your adviser by way of salary.