Sandra Mason
DipFinPlan MSAFAA
Senior Adviser - Morgans Wholesale Services
I am dedicated and aim to help clients achieve their goals with their best interest at heart. I am passionate about providing a personalised service based on my client’s individual circumstances and needs.
Sandra is a highly experienced Client Relationship Manager with over 20 years' experience in the Stockbroking & Wealth Management industry. Utilising deep client engagement skills and strong administrative management experience to strengthen client connections. Sandra is detail-oriented team player with strong work ethic motivated and prepared to contribute her extraordinary and diversified skill set to achieve business success.
Investment Style
Sandra is committed to maintain professional and friendly customer interaction and develop an awareness of each client’s needs, financial and investment objectives. Investing in line with client’s investment strategy to achieve client’s goals. Sandra’s aim for clients’ investment is capital preservation, capital growth and income. Recommending an asset allocation plan based on the client’s risk parameters
Services and Specialties
Wealth Management
Stockbroking
Self-Managed Super Funds
Fixed Interest and Cash Management
Investment Advice
Qualifications and Professional Affiliations
Professional Diploma Stockbroking
Ethics and Professional Relationships
Diploma Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Generic
Managed Investments
Margin Lending
Superannuation
Financial Planning
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
