Andrea Morgan Email & Phone Number

Andrea focuses on creating, managing and protecting wealth through effective financial management. Working holistically with clients on long-term wealth creation, estate planning, risk management, retirement planning and portfolio management, she tailors financial strategies to suit clients’ personal objectives and goals. Andrea’s style is positive and engaging, which she uses to build and maintain strong relationships. Her sound judgement develops robust, disciplined and flexible strategies for a complete wealth management service that is customised to meet individual needs. Her expertise is in Self-Managed Superannuation Funds and quality Australian shares offering solid dividends, franking credits and growth. Andrea’s clients include individuals, businesses and corporates and she has over 30 years’ experience in the financial industry. She has also purchased and grown her own business into a leader in its field. Her ASIC approved competencies include: * Securities* Managed Investments* Superannuation* Margin Lending* Financial Planning. Additionally, Andrea is a highly valued member of the community, focusing significant time on altruistic endeavours. She is a member of The Salvation Army Western Australia Advisory Board, and is currently the Chairman of The Salvation Army Red Shield Appeal. She is also on the Board of Nyoongar Wellbeing and Sports and Enjoy The Journey Foundation.

Listed skills include Wealth Management, Superannuation, Equities, Stockbroking, and 19 others.