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Financial Newswire - Women in Wealth awards 2025

Natalie Moorfoot
Financial Adviser
AR: 001270139
Morgans Springfield-Ipswich
'Financial Planner of the Year - QLD' Finalist

Helen McMillan
Financial Planner
AR: 001302628
Morgans Melbourne
'Financial Planner of the Year - VIC' Finalist

Christina Fan
Financial Adviser
AR: 001294003
Morgans Brisbane
'Financial Planner of the Year - Rising Star' Finalist

Teodora Jovanovic
Financial Planner
AR: 001305943
Morgans Wollongong
'Financial Planner of the Year - Rising Star' Finalist

Jodie Cowburn
Manager Technical Services & Adviser
AR: 001247970
Morgans Brisbane
'Superannuation Professional of the Year' Finalist

Sandra Crouch
Senior Client Adviser
AR: 000259414
Morgans Brisbane
Winner 'Investment Adviser of the Year' & 'Women of the Year 2025' Finalist

Georgie Hennekens
Private Client Adviser
AR: 000299984
Morgans Gold Coast
Investment Adviser of the Year' Finalist

Patricia Tsicalas
Private Client Adviser
AR: 000342302
Morgans Sydney Reynolds Securities
'Mentor of the Year' Finalist

Annie O’Scanaill
Adviser Assistant
undertaking Professional Year
Morgans Brisbane
Winner 'Graduate of the Year'
Financial Newswire - Women in Wealth awards 2024

Jettie Fan
Investment Adviser
AR: 001255205
Morgans Brisbane
Winner 'Investment Adviser of the Year', 'Superannuation Professional of the Year' Finalist & '2024 Woman of the Year' Finalist

Kylie Harding
Principal/Investment Adviser,
AR: 000259299
Morgans Mona Vale
'Investment Adviser of the Year' Finalist & 'Pro Bono of the Year' Finalist

Jahanne Nagle
Senior Investment Adviser
AR: 001268258
Morgans Melbourne
'Investment Adviser of the Year' Finalist

Clare Rixon
Senior Investment Adviser
AR: 000332899
Morgans Hawthorne
'Investment Adviser of the Year' Finalist

Dianne Colledge
Senior Investment Adviser
AR: 000250860
Morgans Melbourne
'Investment Adviser of the Year' Highly Commended

Marcia Senn
Director, Wealth Management
AR: 000404828
Morgans Brisbane
'Superannuation Professional of the Year' Finalist

Jodie Cowburn
Manager ABD Technical Services & Support
AR: 001247970
Morgans Brisbane
'Superannuation Professional of the Year' Finalist

Louise Wegner-Parker
Head of Specialist Advice
AR: 000285600
Morgans Brisbane
Winner'Pro Bono of the Year' & '2024 Woman of the Year' Finalist

Christina Fan
Financial Adviser
AR: 001294003
Morgans Brisbane
'2024 Graduate of the Year (2 years or less in industry)' Finalist
Aged Care Steps - 2023 Finalists

Sophie Doyle
Retirement & Aged Care Specialist
AR: 000470612
Morgans Erina
'Aged Care Adviser of the Year' Finalist
Products and services
Wealth Management encompasses crafting tailored strategies for wealth accumulation and retirement security, defining investment goals, executing effective strategies, and accessing diverse investment opportunities under professional guidance.
Income from superannuation funds is crucial for private wealth creation and shaping your retirement lifestyle. Trust Morgans’ expert financial planners and advisers for knowledgeable support in crafting a strategic superannuation investment plan.
Maximise control over your retirement savings with self-managed super funds (SMSFs), empowering you to make strategic investment decisions tailored to your financial goals.
Elevate your financial journey with strategic planning designed to align with your life goals. The first step is to make sure you have access to the right advice.
Portfolio administration involves systematic management for optimal performance. Our service includes record-keeping, risk management, and compliance, ensuring efficient handling of investments.
Retirement planning is the accumulation of wealth to provide income and financial security in retirement. Estate planning focuses on wealth preservation and wealth transfer.
Navigating the multitude of personal insurance options can be overwhelming when seeking the right cover for your circumstances. Our expertise lies in comprehending the nuances of all available products.

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