Vanessa Castle
Private Adviser - Morgans Wholesale services
I believe strong, trusted relationships are essential to understanding the needs of my wholesale and sophisticated clients. I look to optimise investment performance by providing clients with clear and considered investment advice. My focus is on delivering balanced, appropriate and high-quality advice, while supporting long term wealth creation.
Vanessa joined Morgans in 2012 bringing an extensive background in financial sector and client services. After progressing from a Senior Associate to a Client Adviser role, Vanessa provided advice to a broad base of clients individually and as part of a team. Building on this experience, she has transitioned into a role dedicated to servicing highnetworth and wholesale clients, bringing strong operational knowledge and relationship management capabilities.
Investment Style
Vanessa provides advice to wholesale clients, with a focus on high-quality ASX and global companies. She regularly assists clients with access to corporate offers and placements and maintains a disciplined approach to investment selection and portfolio considerations. Her focus is on delivering clear, practical and high-quality guidance to support longterm wealth outcomes.
Services and Specialties
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Portfolio Administration
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Tier 1 Managed Investments Personal Advice
Tier 1 Securities Personal Advice
Associations
No items found.
Competencies
Securities
Generic
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
