Michelle Riley
Dealers Assistant - Senior Adviser - Morgans Wholesale Services
My aim is to provide comprehensive support to our Gladstone Financial Advisers and their clients.
Michelle has more than 17 years’ experience with Morgans Financial. She began her career with Morgans as a Receptionist and quickly moved into a Dealer’s Assistant role. Michelle has a Diploma in Financial Markets and Tier 1 Compliance Rating, through the Financial Services Institute of Australasia. She holds an authority to give General Advice to clients and to transact Execution Only Trades, for the Gladstone Office, of Morgans Financial Limited.
Investment Style
Michelle has formed professional relationships with several Solicitors focusing on the administration involved with winding up investment portfolios, held within Deceased Estates. She also attends to the machinations of administration and compliance, for our advisers and clients, on a daily basis.
Services and Specialties
Stockbroking
Qualifications and Professional Affiliations
Diploma of Financial Markets
Associations
No items found.
Competencies
Generic
Securities
I am employed by CQ Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gladstone. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by CQ Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gladstone. My employer remunerates me by way of salary and I may be eligible for a bonus based on performance.
