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Michelle Lewis

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

Fixed Interest and Cash Management
Portfolio Administration

Qualifications and Professional Affiliations

Core 1 - Securities & Managed Investments
Insurance & Risk Protection


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Managed Investments
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.