Sandra Crouch
BAEcon(Hons) GDipFP MSAFAA
Senior Client Adviser
Putting my clients first has always been my priority; listening to their needs and developing an investment plan that targets their specific goals and focuses on building for their future.
Sandra is a senior investment adviser who has worked in the financial services industry since 1997. Sandra’s previous employers include Credit Suisse, First Boston and Deutsche Bank in London and Macquarie Financial Services in Australia.
Investment Style
Sandra specialises in direct share investments for both long term, tax effective portfolio building and short term trading clients. Sandra is qualified to give strategic planning advice and has particular expertise in self managed super and retirement portfolios.
Services and Specialties
Stockbroking
Superannuation Advice
Retirement and Estate Planning
Wealth Management
Self-Managed Super Funds
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Arts (Honours Economics & German)
Associations
No items found.
Competencies
Superannuation
Derivatives Level 1
Financial Planning
Life Insurance
Securities
Margin Lending
Managed Investments
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
PLEASE NOTE: Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
