Lindsay Tang

Lindsay's financial career started in Treasury & Capital market in Singapore before moving into a financial adviser's role and wealth management in Sydney in 1995. She has acquired a wide spectrum of financial experience working for global financial institutions. Lindsay draws on experience and ability to provide clients with valuable and objective investment advice.

Investment Style

Lindsay works closely with clients to develop long term and tactical investment strategies according to their risk profiles. The aim is to help clients meet their wealth management objective in the most efficient way. Following the implementation of strategy, she will continue to monitor and review portfolios to ensure optimal results are achieved.

Services and Specialties

Margin Lending and Gearing Strategies

Self-Managed Super Funds

Stockbroking

Wealth Management

Fixed Interest and Cash Management

Superannuation Advice

Industry Experience

Sectors Covered

Lindsay Tang's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Masters of Business in Finance

Professional Diploma in Stockbroking

Bachelor of Economics

Margin Lending Accreditation Program

Accredited Derivatives Advisers Level 1

SDIA Accreditation Program RG146

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.

Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.