Lucy Wang

Prior to starting with Morgans, Lucy worked with Terrian Securities, Commsec and Epic securities in roles including Advisor Assistant and SEATS Operator. Lucy has been with Morgans since 2002.

Investment Style

Lucy values developing long-term client relationships. She specialises in listed investments and providing general guidance regarding shares and portfolio suggestions.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Lucy Wang's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Certificate in Financial Markets

Diploma of Commerce

Master of Business in Finance

Associations

No items found.

Competencies

Generic

Margin Lending

Securities

I am employed by North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.

I am employed by North Shore Financial Pty Ltd which operates the business of Morgans Financial Limited - Mona Vale. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.