Andrea’s approach is to gather complete information about all aspects of each client’s financial life to ensure that her work addresses not only investment and tax issues but also the personal issues which drive each client’s investment decisions. Most importantly, Andrea and all Townsville advisors treat every client as a client of this office rather than of a single advisor, ensuring that all clients benefit from the broad range of advisor expertise available here.
Tertiary Education
BCom, James Cook University
Certified Financial Planner
Diploma of Financial Planning (FPA)
Industry Experience
Prior to joining Morgans Stockbroking in 1999, Andrea worked at Westpac for eighteen years in foreign exchange and business banking. At ABN AMRO Morgans Andrea is our senior financial planner and devotes most of her time to developing comprehensive financial plans for our clients.
Areas of Interest and Expertise
Andrea focuses on all aspects of financial planning and retirement planning, dealing with all matters relating to superannuation and allocated pensions, tax issues, Centrelink, and asset protection matters. She works closely with the other advisors in the Townsville office to make sure that each client’s portfolio is both structured correctly and includes suitable investments.
Professional Association
Member, Financial Planning Association
Remuneration
Salary only.
ASIC Approved Competencies
• Securities
• Financial Planning
• Superannuation
• Managed Investments
• Insurance