20 Dec 2017
Clancie Morrissey, our Portfolio Administrator and Quality & Standards Manager, has been an integral team member for 20 years. We chat with Clancie about what she values most about working at Goodmans, her “home away from home”.
What do you value most about your 20 years working at Goodmans?
What I value most is the loyalty, honesty and integrity Brad and James continue to embrace and project amongst our team. It feels very good to work each day where you're proud of the business and your colleagues. Also, I sincerely treasure the lifelong friendships I've made with team members and clients over my 20 years at Goodmans.
How has your role evolved over the years?
My role has continually evolved over the last 20 years which is very rewarding. From Portfolio Manager in my early days, then Client Relationship Manager for James' clients, I'm now enjoying the extension of my duties to Quality & Standards Manager.
What are some of your special memories of "life" at Goodmans?
I was very proud when we won the client management category of the inaugural Asset Innovation Awards conducted by Asset Magazine/Australian Financial Review.
It was a very big moment for all of us when our little team was recognised above much larger and longer established organisations. We knew we were doing great things for our clients but it was very rewarding to be independently recognised and celebrate in the spotlight.
2007 was also an important milestone for the Goodmans team. We enjoyed celebrating our 20 year anniversary and our strategic planning session at O'Reillys that year saw our team come together with a very clear and exciting vision for the future.
Describe what Goodmans means to you in 10 words or less...
Our clients and staff, past and present, are family. Goodmans is my home away from home.
18 Aug 2023
We are thrilled to announce that Goodman Private Wealth has ranked as one of Australia’s Best Workplaces™ for 2023 by the global authority on workplace culture and employee experience, the Great Place to Work® Institute!
12 May 2023
I am immensely proud to announce that Goodman Private Wealth has been officially certified as a Great Place to Work by the global authority on workplace culture and employee experience, the Great Place to Work® Institute.
14 Mar 2023
As long-time friends of the Queensland Community Foundation (QCF) we invite you to support the QCF Photo Challenge—the perfect way for photographers, instagrammers, community groups, and non-profit organisations to tell their stories and share their work.
11 Apr 2022
We would like to share the news about the Queensland Community Foundation’s new Environmental Philanthropy Award which recognises an outstanding Queensland individual, family, or family foundation with a proven record of exceptional environmental philanthropy endeavours.
26 Nov 2021
Many people express a desire to be involved in philanthropy but aren’t sure where to start. Here are some simple steps to help get you started on your personal philanthropic journey inspired by our recent conversation with philanthropists Professor Ian Frazer and Caroline Frazer.
29 Sep 2021
In this edition of The Goodman News we explore social impact investing and incorporating the latest superannuation changes into our clients' individual plans, plus we congratulate our team on being finalists in the ifa Excellence Awards - Client Servicing Company of the Year for the third year running.
29 Sep 2021
This new financial year sees a range of superannuation law changes taking effect. For many, it is an opportunity to set aside more capital for retirement funding (in a tax preferred manner). For our clients, we understand these changes and have incorporated them into your individual plan so that you get the full benefit.
16 Dec 2020
The Australian Financial Review recently published its annual Rich List, detailing Australia’s 200 wealthiest individuals and families. For those of you who aren’t on the list, or who missed it, in 2020 you need to have amassed at least $540 million. Excluding your yacht.
16 Dec 2020
I am often asked ‘What is estate planning?’ For me, estate planning is about passing appropriate assets to the appropriate people at the appropriate time. In many cases, that means passing assets (or knowledge or values) to the next generation during a client’s lifetime. For many people, ...
14 Dec 2020
In this edition of The Goodman News we reflect on successfully steering our clients to success in a very turbulent year and questions about how you compare financially, plus we congratulate our team on being finalists in the ifa Excellence Awards - Client Servicing Company of the Year for the second year running.
6 Oct 2020
The financial services industry is an extremely well-funded sales machine. For generations, financial advisers and investors have been sold the belief that financial problems are solved by having the right financial product. Of course, it suits financial institutions to perpetuate this belief because it drives more product sales. Well, don’t buy it! Chief executive and Senior Adviser Brad Church explains why.
20 Dec 2018
The world-wide drive for social change, ‘giving affordability’, and how ‘helping others’ is a fundamental to a significant and fulfilling life, were some key themes at our annual client event in October. And based on feedback from those attending, it might well have made for our best event in 31 years!
24 Nov 2017
Next in our series of interviews with people who have been part of our 30 year journey, we speak with Goodman Chief Executive Brad Church. Read on to hear about how his career began, the vision for the next 30 years and the important place clients hold at the heart of the firm.