Dianne Colledge

Dianne is a private client adviser who has worked in all facets of the financial services industry for the last 30 years, ranging from financial planning through to institutional funds management.

Investment Style

Dianne's investment style is based on creating long-term sustainable returns for client's portfolios through both tax-effective income and growth of invested capital. Dianne specialises in portfolio strategies for high net wealth individuals, young wealth accumulators and retirees. Dianne's focus is to develop, maintain and enhance client relationships by creating foundations of trust and superior service.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Industry Experience

Sectors Covered

Dianne Colledge's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Diploma of Financial Services (Financial Planning)

Ethics and Professional Relationships

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. 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.