Annie O'Scanaill
(
Brisbane
)
GradDipFinPlan
Private Client Adviser
My approach starts with understanding what matters to each client, then providing clear, considered investment advice to help them achieve their long-term financial objectives.
Annie has held a number of roles at Morgans, gaining extensive experience across investment advice, portfolio administration and implementation before becoming an adviser. She works closely with accounting and financial planners referral partners to deliver tailored investment advice aligned with clients’ goals, objectives and long-term financial needs.
Investment Style
Annie takes a considered long-term approach to investing, with a focus on building quality, diversified portfolios suited to each client’s objectives and circumstances. She believes successful investing requires discipline, ongoing review and a clear understanding of the role each investment plays withing a portfolio.
Services and Specialties
Stockbroking
Fixed Interest and Cash Management
Investment Advice
Portfolio Administration
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma in Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Generic
Financial Planning
Managed Investments
Superannuation
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. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
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