finance and insurance
Morgan Stanley
Penelope Butcher
Financial and Wealth Advisor
Morgan Stanley is one of the world’s largest Wealth Management organisations providing security and comfort through the careful management and robust oversight of investment portfolios. In Australia, we harness our global resources and expertise to provide investment and advice services to high net worth individuals and families, not-for-profit organisations, corporations and intermediaries. We currently manage AU$32 billion in wealth management client assets in Australia and over $5.4 trillion in client assets under management globally.
Areas of Expertise
- Financial advice
- Financial analysis
Education and Qualifications
- 1998 - Bachelor of Commerce, Accounting and Finance
- 2003 - Chartered Financial Analyst
- 2021 - Member of the Australian Institute of Company Directors (MAICD)