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Sandra Mason

Sandra Mason

Authorised representative number: 001004770

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
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


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Margin Lending
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.