Penelope Butcher
Financial Adviser,
Executive Director
Direct:
(07) 3317 7637(07) 3317 7637
My Mission Statement
Providing clients with global, regional and local knowledge, and tailored and personal advice that delivers desired investment outcomes.
My Story and Services
A 20+ year career in Morgan Stanley has afforded me a unique global, regional and local perspective on financial markets and investing.
Throughout my career clients have been a central focus. Understanding their needs, educating them on macro, industry and company developments has been infinitely rewarding. Strategic engagement with boards, C-Suite executives and labour groups was also part of the daily repertoire.
My approach to wealth advisory service will draw on these skills as well as leveraging unique research, ESG overlays, investment strategies and institutional investment capabilities at Morgan Stanley. I value strong and trusting relationships that are built on communication and collaboration.
Bringing the global scale and resources of Morgan Stanley to the table is a major differentiator, and I greatly value the opportunity to help clients build wealth, maintain portfolios and deliver on investment objectives.
Beyond the financial world, I enjoy an outdoor lifestyle of family, friends and fitness with a special interest in live music. I also aim to be actively involved in the community, through philanthropy and volunteering activities in education, health and environmental areas.
Throughout my career clients have been a central focus. Understanding their needs, educating them on macro, industry and company developments has been infinitely rewarding. Strategic engagement with boards, C-Suite executives and labour groups was also part of the daily repertoire.
My approach to wealth advisory service will draw on these skills as well as leveraging unique research, ESG overlays, investment strategies and institutional investment capabilities at Morgan Stanley. I value strong and trusting relationships that are built on communication and collaboration.
Bringing the global scale and resources of Morgan Stanley to the table is a major differentiator, and I greatly value the opportunity to help clients build wealth, maintain portfolios and deliver on investment objectives.
Beyond the financial world, I enjoy an outdoor lifestyle of family, friends and fitness with a special interest in live music. I also aim to be actively involved in the community, through philanthropy and volunteering activities in education, health and environmental areas.
Services Include
- Portfolio Management
- International Investing
- Significant Investor Visa (SIV) Investing
- Socially and Environmentally Responsible Investing
- Advice for Not-for-Profit Organisations
- Advice for Institutions and Government Entities
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
My approach to client service is both personal and professional. I aim to provide you with a trustworthy, dedicated and approachable relationship. In addition, I will continue to build market and investment knowledge to deliver you the latest opportunities and insights to deliver wealth preservation and creation.
My Clients
I am experienced in working with a diverse range of clients – individual, institutional, corporate and sovereigns – involving a wide range of service requirements and tailored solutions. I take the time to understand their needs and desired outcomes and deliver exceptional results.
Experience
Penny’s career in Morgan Stanley equity research in both Sydney and London saw her navigate many market cycles, shocks and deal-making across a variety of companies, industries and jurisdictions. In her role in Sydney, she covered both the TMT (technology, media, and telecom) and transport sectors involving in-depth company and technology analysis, financial transactions such as IPOs and M&A activity and corporate and client advisory.
Moving to London in 2004, she led the EMEA Airline franchise and ultimately expanded this to freight, logistics and infrastructure companies over the following 15 years. Her role also involved steering the Global Transport team, involving collaborative projects across Asia, Europe and the Americas regions. As part of the role she was able to bring clients a unique global perspective on investment themes as well as broad corporate access events and education opportunities.
In recent years, she turned her attention to connecting her industry knowledge to wider macro and socially responsible investing themes –
Moving to London in 2004, she led the EMEA Airline franchise and ultimately expanded this to freight, logistics and infrastructure companies over the following 15 years. Her role also involved steering the Global Transport team, involving collaborative projects across Asia, Europe and the Americas regions. As part of the role she was able to bring clients a unique global perspective on investment themes as well as broad corporate access events and education opportunities.
In recent years, she turned her attention to connecting her industry knowledge to wider macro and socially responsible investing themes –
Education
• Bond University – Bachelor of Commerce, Accounting and Finance
• CFA charterholder and active member of CFA Institute
• Member of the Australian Institute for Company Directors
• Graduate of the Australian Institute for Company Directors
• Accredited Derivatives Adviser 1 & 2
• CFA charterholder and active member of CFA Institute
• Member of the Australian Institute for Company Directors
• Graduate of the Australian Institute for Company Directors
• Accredited Derivatives Adviser 1 & 2
Location
71 Eagle Street
Level 24, Riparian Plaza
Brisbane, QLD 2000
AU
Direct:
(07) 3317 7637(07) 3317 7637
Wealth Management
Global Investment Office
Portfolio Insights
General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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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 Investor
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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)
Reducing Risk Through International Investing
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Ready to start a conversation? Contact Penelope Butcher 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.