Patricia Tsicalas

Patricia started her career in the financial services industry in 2006, with a strong background in life insurance and superannuation.

Investment Style

Patricia provides her clients with a full range of investment services and advice including stockbroking, managed investment, insurance and superannuation. Patricia uses her technical knowledge and a common sense approach to assist clients to meet their specific needs and objectives.

Services and Specialties

Margin Lending and Gearing Strategies

Personal Insurance

Philanthropic Services

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Patricia Tsicalas's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce

Diploma of Financial Services

Ethics and Professional Relationships

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Derivatives Level 1

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees.

I am employed by Rock Pearl Pty Ltd, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.

GENERAL ADVICE WARNING The contents of this communication are general in nature . You should not act on this advice before first discussing it with me - Morgans and I accept no responsibility if you do so. Please note that my views and recommendations may often differ to that of Morgans.