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
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.
