Sue Mills
Dealers Assistant
I like to use tailored strategies that are designed to suit the needs of individual clients focusing on educating the client so that they have an understanding of their investment strategies.
Sue has been a member of the team at Morgans Armidale since 2002 and has extensive experience in providing essential support to clients. Commencing in a strictly administration role, Sue has gone on to complete her Diploma of Financial Planning and is now a fully qualified adviser.
Investment Style
Sue specialises in building long term core portfolios utilising shares and property trusts for individuals and superannuation funds seeking capital appreciation and income. She is active in developing strategies for estate planning and superannuation with a long term focus.
Services and Specialties
Superannuation Advice
Options and Warrants
Personal Insurance
Portfolio Administration
Wealth Management
Qualifications and Professional Affiliations
Accredited Derivatives Adviser Level Two
Accredited Derivatives Adviser Level One
Diploma of Financial Services (Financial Planning)
Associations
No items found.
Competencies
Generic
Life Insurance
Derivatives Level 2
Managed Investments
Derivatives Level 1
Superannuation
Financial Planning
Securities
I am employed by New England Investor Services Pty Ltd which operates the business of Morgans Financial Limited - Armidale. My employer remunerates me by way of salary.
