Bernie Connolly
Executive Director,
Financial Adviser
Direct:
(02) 9775 2817(02) 9775 2817
My Mission Statement
Integrity that builds on a strong foundation
My Story and Services
Thirty years of working in finance has taught me many things.
I’ve learnt that clients are empowered when they truly understand the financial issues they face. That means my role is part educator and part technician; and I embrace both facets.
I’ve found communication is most effective when it is correctly positioned for the intended audience – not over-simplified and not over-complicated. Achieving that balance isn’t always easy. It’s built on my deep knowledge of technical detail and my thorough understanding of my clients’ needs. I’m able to sift through the daily noise of investment markets, understand the issues that actually matter, explain them to clients and then take action to ensure they’re appropriately positioned.
Another crucial lesson I’ve learnt is that you need to have confidence in those you collaborate with. I work in a team with my colleagues Patrick Regan and Charlie Cropper. We each bring a unique combination of skills but we all share the same passion for doing the right thing by our clients.
Equally important was our decision, as a team, to partner with Morgan Stanley. Our insight and experience is complemented by the resources of an incredible organisation. I like that my clients know I’m able to bring them ideas and opportunities from across the globe.
Finally, I’ve learnt that building relationships is the most rewarding part of my role and I love meeting people I feel I can help. If you would like to discuss your financial needs and objectives, I’d love to start a conversation.
I’ve learnt that clients are empowered when they truly understand the financial issues they face. That means my role is part educator and part technician; and I embrace both facets.
I’ve found communication is most effective when it is correctly positioned for the intended audience – not over-simplified and not over-complicated. Achieving that balance isn’t always easy. It’s built on my deep knowledge of technical detail and my thorough understanding of my clients’ needs. I’m able to sift through the daily noise of investment markets, understand the issues that actually matter, explain them to clients and then take action to ensure they’re appropriately positioned.
Another crucial lesson I’ve learnt is that you need to have confidence in those you collaborate with. I work in a team with my colleagues Patrick Regan and Charlie Cropper. We each bring a unique combination of skills but we all share the same passion for doing the right thing by our clients.
Equally important was our decision, as a team, to partner with Morgan Stanley. Our insight and experience is complemented by the resources of an incredible organisation. I like that my clients know I’m able to bring them ideas and opportunities from across the globe.
Finally, I’ve learnt that building relationships is the most rewarding part of my role and I love meeting people I feel I can help. If you would like to discuss your financial needs and objectives, I’d love to start a conversation.
Services Include
- Advice for not-for-profit organisations
- Advice for institutions and government entities
- Socially and environmentally responsible investing
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers registerLink Opens in New Tab.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers registerLink Opens in New Tab.
Working With You
At the core of Bernie’s professionalism is her strong commitment to integrity.
“At the broadest level, our whole industry is based on trust. The whole system collapses if there is a lack of trust in what we’re doing.”
“At the broadest level, our whole industry is based on trust. The whole system collapses if there is a lack of trust in what we’re doing.”
Experience
Bernie has experienced many market cycles in Australia and globally. In her roles at Westpac, she managed major relationships with semi-government authorities, superannuation and insurance funds. In 1991, she moved to Westpac London where she worked with institutions dealing in Australian and New Zealand Fixed Income Assets.
Joining Deutsche Bank in London in 1994, Bernie was charged with developing the institutional advice business for emerging markets debt and for investors in the Latin American and Eastern European debt markets.
Coming back to Australia in 2000, she worked in product and strategy for the high net worth and not for profit segments (Westpac) before returning to her first love of dealing with clients and markets, working at UBS as a specialist adviser for families and not for profit organisations. She was with UBS Wealth Management for 10 years until joining Morgan Stanley in 2015.
Joining Deutsche Bank in London in 1994, Bernie was charged with developing the institutional advice business for emerging markets debt and for investors in the Latin American and Eastern European debt markets.
Coming back to Australia in 2000, she worked in product and strategy for the high net worth and not for profit segments (Westpac) before returning to her first love of dealing with clients and markets, working at UBS as a specialist adviser for families and not for profit organisations. She was with UBS Wealth Management for 10 years until joining Morgan Stanley in 2015.
Education
Bernie holds a Bachelor of Business degree and a Master of Applied Finance and lectured extensively in Europe on the topic of Emerging Market Debt and Derivatives.
Client Service Team
Sid Malhotra - Registered Client Service Associate
Phone:
(02) 9775 2108(02) 9775 2108
Email:sid.malhotra@morganstanley.com
Aisling Keegan - Senior Client Service Associate
Phone:
(02) 9775 2492(02) 9775 2492
Email:Aisling.Keegan@morganstanley.com
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2817(02) 9775 2817
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every InvestorLink Opens in New Tab
Article Image
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Ready to start a conversation? Contact Bernie Connolly today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.