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Laura is focused on helping clients achieve their financial and investment goals through trusted relationships.
Within a team environment, Laura advises clients on a range of investments including, but not limited to, Australian and international shares, fixed interest securities, managed and exchange traded funds and cash & term deposits.
Investment Style
Laura works with accounting and financial planning referral partners to ensure clients meet their financial objectives over their investment time horizon.
Services and Specialties
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Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Business Management (Major in Marketing)
Ethics and Professional Relationships
Tier 1 Managed Investments - Personal Advice
Graduate Diploma of Financial Planning
Generic Knowledge
Tier 1 Securities - Personal Advice
Tier 1 Margin Lending - Personal Advice
Tier 1 Superannuation - Personal Advice
Associations
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Competencies
Margin Lending
Securities
Generic
Superannuation
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.
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