Liz Hood
Client Service Associate
Phone:
07331776250733177625
Hilary Troy
Senior Vice President,
Financial Adviser
Direct:
(07) 3317 7616(07) 3317 7616
My Mission Statement
To build an enduring relationship with clients.
My Story and Services
Clients want a relationship with an adviser that listens to them, understands their needs and cares about them personally. Investment returns are necessary, but not sufficient without trust.
I focus considerable time and effort on getting to know my clients. I know what’s important to them and I genuinely care about helping them achieve their financial goals. It’s the only way to ensure that I am delivering the advice and outcomes they need, and it’s also the most rewarding aspect of my role.
Whether it is clients that have worked with me for more than a decade or those starting their journey with me, seeing them progress towards their goals is what inspires me.
I am well-versed in the complexities of financial strategy and portfolio construction through the completion of a Masters in Applied Finance, followed by the Certified Financial Planner CFP® qualification and 15 years providing holistic wealth management advice in Australia to high-net-worth and ultra-high-net-worth families.
I have completed Foundations of Directorship through the Australian Institute of Company Directors, a Level 2 Award in Wines with WSET and Collaborative Practice training through MELCA.
I combine this expansive skillset with a focus on building quality personal relationships with clients. Having joined Morgan Stanley in 2022, my desire to bring world class solutions to clients is now possible with access to the institutional level infrastructure and global resources that I feel my clients deserve.
I focus considerable time and effort on getting to know my clients. I know what’s important to them and I genuinely care about helping them achieve their financial goals. It’s the only way to ensure that I am delivering the advice and outcomes they need, and it’s also the most rewarding aspect of my role.
Whether it is clients that have worked with me for more than a decade or those starting their journey with me, seeing them progress towards their goals is what inspires me.
I am well-versed in the complexities of financial strategy and portfolio construction through the completion of a Masters in Applied Finance, followed by the Certified Financial Planner CFP® qualification and 15 years providing holistic wealth management advice in Australia to high-net-worth and ultra-high-net-worth families.
I have completed Foundations of Directorship through the Australian Institute of Company Directors, a Level 2 Award in Wines with WSET and Collaborative Practice training through MELCA.
I combine this expansive skillset with a focus on building quality personal relationships with clients. Having joined Morgan Stanley in 2022, my desire to bring world class solutions to clients is now possible with access to the institutional level infrastructure and global resources that I feel my clients deserve.
Services Include
- High Net Worth Investing
- Investment Strategies for Family Offices
- Investing for Retirement
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 register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
The relationships I have with my clients are the reason I am an adviser. I feel it’s important to connect on a personal level and I’m proud to say my clients and I enjoy our time together. It’s more than a simple commercial transaction.
I provide a completely personalised service. I’m able to offer that level of customisation because I know my clients and what’s important to them. I provide them with access to a full suite of wealth management capability and tailor my service to be as simple or as sophisticated as the client desires.
A significant portion of my client base are:
• Established wealthy families
• Pre-retirement accumulators
• Medical professionals
• Expats
• Senior executives (including ESS)
I provide a completely personalised service. I’m able to offer that level of customisation because I know my clients and what’s important to them. I provide them with access to a full suite of wealth management capability and tailor my service to be as simple or as sophisticated as the client desires.
A significant portion of my client base are:
• Established wealthy families
• Pre-retirement accumulators
• Medical professionals
• Expats
• Senior executives (including ESS)
Experience
I have spent more than 16 years working in the financial services industry. I initially spent nine years at Perpetual Private building the foundation of my approach to advice. I then spent over two years building my client base at Pitcher Partners, culminating with a promotion to Director in 2021. More recently, I have moved to Morgan Stanley to continue my career and offer my clients access to the resources of a truly global firm.
Investment Philosophy
I approach the task of portfolio construction with a number of core principles in mind. These principles form the foundation for my discussions with clients as we look to build a portfolio which is tailored to their needs.
• It’s important to have adequate cash on hand. Managing liquidity properly contributes to long-term performance and, importantly, increases client confidence in their investment strategy.
• The focus of the core of the portfolio should be carefully constructed to generate income and grow sustainably.
• With the right core in place, a smaller component can be allocated to areas of particular interest to the client. Typically, this means exposure to areas that the client is passionate about or has successfully invested in previously. Capital can be put at risk in these areas without impacting the core of the portfolio.
• It’s important to have adequate cash on hand. Managing liquidity properly contributes to long-term performance and, importantly, increases client confidence in their investment strategy.
• The focus of the core of the portfolio should be carefully constructed to generate income and grow sustainably.
• With the right core in place, a smaller component can be allocated to areas of particular interest to the client. Typically, this means exposure to areas that the client is passionate about or has successfully invested in previously. Capital can be put at risk in these areas without impacting the core of the portfolio.
Education
I have a Masters of Applied Finance, am a Certified Financial Planner® and a Member of the Australian Institute of Company Directors. I am also a Justice of the Peace (Qualified) and a Tax (Financial) Adviser.
Location
71 Eagle Street
Brisbane, QLD 4000
AU
Direct:
(07) 3317 7616(07) 3317 7616
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
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
The One Conversation You Should Be Having
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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
A New Paradigm for Family Wealth Planning
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Pre-liquidity Event
Optimising your exit strategy through proper planning
- Tax implications
- Investment strategy
- Estate planning
- Philanthropy
Preparing for a Liquidity Event
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Ready to start a conversation? Contact Hilary Troy 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.