Financial Planning
Superannuation Advice
Investment Advice
Self-Managed Super Funds
Portfolio Administration
Wealth Management
I believe in a obtaining a holistic view of a client’s individual circumstances, risk tolerance and financial goals to provide comprehensive advice over the longer term.
Louisa completed a Bachelor of Business and Bachelor of Arts at the University of Tasmania prior to joining Morgans. She is fully qualified to provide financial advice and holds a Graduate Diploma in Financial Planning. Louisa advises on direct investment portfolios and strategic financial planning to help enhance her client’s long-term financial position.
Investment Style
Louisa’s investment approach is to invest in quality businesses with long-term growth prospects. When selecting investments, Louisa applies proven investment principles to carefully identify opportunities for her clients in a variety of market conditions. Louisa engages proactive portfolio management and develops financial planning strategies tailored to suit her client’s needs.
Services and Specialties
Financial Planning
Superannuation Advice
Investment Advice
Self-Managed Super Funds
Portfolio Administration
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Business
Bachelor of Arts
Margin Lending Accreditation Program
Associations
No items found.
Competencies
Financial Planning
Generic
Superannuation
Managed Investments
Margin Lending
Life Insurance
Securities
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of salary.
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