Sandra Crouch

Sandra is a senior investment adviser who has worked in the financial services industry since 1997. Sandra’s previous employers include Credit Suisse, First Boston and Deutsche Bank in London and Macquarie Financial Services in Australia.

Investment Style

Sandra specialises in direct share investments for both long term, tax effective portfolio building and short term trading clients. Sandra is qualified to give strategic planning advice and has particular expertise in self managed super and retirement portfolios.

Services and Specialties

Fixed Interest and Cash Management

Retirement and Estate Planning

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Sandra Crouch's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma of Financial Planning

Bachelor of Arts (Honours Economics & German)

Associations

No items found.

Competencies

Superannuation

Financial Planning

Managed Investments

Margin Lending

Life Insurance

Derivatives Level 1

Generic

Securities

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.

PLEASE NOTE: 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.