Sandra Mason
Senior Adviser - Morgans Wholesale Services
Sandra is a highly experienced Client Relationship Manager with over 20 years' experience in the Stockbroking & Wealth Management industry. Utilising deep client engagement skills and strong administrative management experience to strengthen client connections. Sandra is detail-oriented team player with strong work ethic motivated and prepared to contribute her extraordinary and diversified skill set to achieve business success.
Investment Style
Sandra is committed to maintain professional and friendly customer interaction and develop an awareness of each client’s needs, financial and investment objectives. Investing in line with client’s investment strategy to achieve client’s goals. Sandra’s aim for clients’ investment is capital preservation, capital growth and income. Recommending an asset allocation plan based on the client’s risk parameters
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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. I am eligible to participate in a bonus scheme depending upon performance.
