Michelle Lewis
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Dealer Assistant
I consider your needs as a whole, and aim to provide comprehensive service across all areas of financial planning and investments.
Michelle has been working in the financial services industry since 2003. In that time, she has held a variety of dealer assistant and client service/support roles, principally with Morgans and Bridges.
Investment Style
Michelle’s role is to assist the Senior Advisers within the Gold Coast office, either through the execution of client orders, or the processing of corporate actions and other administrative requirements.
Services and Specialties
Stockbroking
Fixed Interest and Cash Management
Portfolio Administration
Qualifications and Professional Affiliations
RG 146 (Securities & Managed Investments)
Insurance & Risk Protection
Associations
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Competencies
Managed Investments
Generic
Securities
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of salary.
