Diana Lock

Diana commenced her career in financial services in 1982 and has extensive experience in banking, stockbroking and financial planning.

Investment Style

As an investment adviser Diana works one-on-one with her clients to construct long-term wealth creation strategies as well as portfolio management, pre-retirement planning and retirement planning. Diana creates tailored investment portfolios based on each client’s individual risk profile investment needs and goals.

Services and Specialties

Retirement and Estate Planning

Personal Insurance

Wealth Management

Portfolio Administration

Superannuation Advice

Stockbroking

Industry Experience

Sectors Covered

Diana Lock's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Diploma of Financial Planning

Margin Lending Accreditation Program

Associations

No items found.

Competencies

Superannuation

Securities

Financial Planning

Generic

Margin Lending

Life Insurance

Managed Investments

I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me by way of salary.

I am employed by Forefront Future Pty Ltd which operates the business of Morgans Financial Townsville. My employer remunerates me as your adviser by way of salary.