Vanessa Castle
Private Client Adviser
I believe strong relationships are key to understanding client objectives and investment goals. My core focus is to provide balanced, appropriate and quality advice for long term wealth creation.
Having a strong background in client services within the financial sector, Vanessa joined Morgans in 2012. Previously a Senior Dealers Assistant, she supported a high performing team of advisers, undertaking client liaison and competently managing a large capacity of duties. With this experience, Vanessa acquired the necessary skills, knowledge and education to transition into an Advisory role.
Investment Style
Vanessa’s primary aim is to gain a thorough understanding of clients' financial objectives and goals in order to provide clear, concise and tailored investment advice. Her focus is on high quality ASX & globally listed companies, balanced portfolio construction and providing continued guidance for her clients. Vanessa also has a keen interest in recognising short or long term market opportunities.
Services and Specialties
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Portfolio Administration
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.
