Business Details
44 Years
experience
Your Trusted Partner for Wealth Solutions
At Morgans Financial, our advice has earned clients' trust for over 40 years, growing wealth and supporting Australian companies. As one of Australia's largest full-service stockbroking and wealth management networks, we operate with 500+ advisers across 56 locations. Our award-winning in-house research team provides critical market insights, while our corporate finance division offers exclusive investment opportunities. We prioritise personalised strategies, tailoring financial solutions to individual goals and risk profiles. With a commitment to transparency and long-term partnerships, we combine local expertise with national resources.Our Morgans Financial Foundation has donated over $20 million to Australian charities since 2005. Backed by our Australian Financial Services Licence (AFSL 235410), we maintain rigorous compliance standards. Our branch network spans all states and territories, serving individuals, families, businesses, and not-for-profits. We specialise in stockbroking, financial planning, portfolio construction, tax optimisation, and retirement strategies. Recognised as Queensland Business Leaders Hall of Fame inductees in 2023, we continue evolving while maintaining our founding principles of integrity and client focus.
Services
Stockbroking
Wealth Management
Financial Planning
Portfolio Construction
Tax Planning
Personal Insurance
Retirement Planning
Superannuation
SMSF Management
Aged Care
Details
- Year established: 1982
Highlights and features
- We've earned client trust for over 40 years through consistent, ethical advice
- Our 500+ advisers provide local expertise across all Australian states
- Award-winning research team covers 200+ ASX-listed companies
- Tailored wealth management solutions for every life stage
- Morgans Financial Foundation has donated $20m+ to Australian communities since 2005
Associations and certifications
- Australian Financial Services Licence
- ASX Group participant
Services
Wealth Management
Our wealth management solutions combine strategic asset allocation with ongoing portfolio monitoring. Experienced advisers create customised plans addressing financial structuring, tax optimisation, and risk management. We cater to diverse client needs across all wealth stages, maintaining rigorous compliance standards while delivering measurable outcomes through regular performance reporting.
Financial Planning
Comprehensive financial planning services cover retirement strategies, tax planning, and estate management. Advisers develop tailored roadmaps aligned with personal goals, incorporating superannuation optimisation and insurance solutions. Our approach integrates long-term wealth accumulation with practical risk mitigation strategies for individuals and families.
Stockbroking
Full-service stockbroking includes ASX trading, ETF investments, and ESG-focused portfolios. Clients access exclusive corporate finance opportunities and benefit from real-time market insights. Our platform supports diverse investment strategies from day trading to long-term wealth building through 200+ covered ASX-listed companies.
Research Services
Award-winning research team provides in-depth analysis of Australian markets and 200+ listed companies. Daily updates and quarterly Investment Watch publications deliver actionable insights on economic trends, sector performance, and emerging opportunities. This intelligence directly informs client investment decisions and portfolio adjustments.
Portfolio Administration
Wealth+ managed portfolio service streamlines investment administration through automated reporting and compliance management. Features include tax treatment analysis, capital raising notifications, and consolidated performance tracking. This solution reduces paperwork while maintaining transparency through quarterly review packs and online access tools.
Questions
What investment services does Morgans offer?
We provide stockbroking, wealth management, financial planning, portfolio construction, tax planning, retirement strategies, and SMSF management across Australia.
What makes Morgans different from other firms?
40+ years' experience, 500+ advisers, award-winning research, and $20m+ community donations since 2005 demonstrate our commitment to clients and communities.
Do you offer online portfolio management?
Yes, our Wealth+ platform provides digital reporting tools and quarterly review packs for investment monitoring.
What community initiatives do you support?
The Morgans Foundation has donated $20m+ to Australian charities, with Big Dry Friday raising $9.6m for rural communities since 2018.
Videos
Reviews (5)
Gugu Lethu
Jan 22, 2022
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Mrs George Stephanie from Day 1 was the best Forex manager to work with. She has been a professional and personable. She made me feel comfortable every step of the way. she is realistic with what our expectations would be within the profit of our trading. She is the type of Forex manager that if you contact her she will get back to you asap. If you… are a first timer in FOREX and BITCOIN INVESTMENT I highly recommend you go with Mrs Stephanie FX as she will help you with the entire process and she always follows up with any questions you have and also ensure you have a stress less withdrawal
Weezer Soren
Jan 21, 2022
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Bitcoin/FOREX TRADING INVESTMENT I am here to refer anyone looking for an expert in Bitcoin/Forex trader to contact Mrs Kelly Robert, She is very good at helping you invest your funds for better profits. I invested $500 and earned $6,000 within a week. You can contact her via Email:Kellyrobert11009@gmail.com WhatsApp:+1 (925) 414‑5596
Rumasau Yushau
Dec 31, 2021
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Excellent service from Mrs Rachel wacker, Rachel dealt with everything for my bitcoin Investment and ensured all my withdrawal were quick and efficient. Would highly recommend Rachel wacker to everyone who is having difficulty trading or have been scammed before like myself. contact her now through this. Email:rachaelwacker68@gmail.com WhatsApp: +1 (209) 565-2161
Lillychinonso Chibuzo
Dec 30, 2021
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I'm so full of excitement and indebtedness for a tremendous outcome by MR Kevin McCarthycrypto, If I was told I will ever meet a Forex/Binary trader as legit, genuine and so hand-working like kenvin, I will probably not believe due to the evil adventure I encountered trying to Trade and was defrauded but was recommended to kenvin, I won't lie folks… my middle name turned to anxiety and didn't want to lose more funds, this time I choose to invest little with $500 and in just a week kenvin assisted me to earn $6,900, so I kept on investing continuously. Today I'm financially successful. contact
Sikiru Olayinka Azeez
Dec 24, 2021
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Between God and I, and of the truth, I have referred more than 8 persons within a space of 4 weeks to my legit and trusted Account Manager,MR Kevin McCarthycrypto.,he is the only account manager to ever pay me my profit after my first 7days trade of $1000 that I make a successful withdrawal of $19,750. I vowed to testify of his honesty to the… public and that is what i have been doing because he deserve more than it. I was bankrupted and left with nothing by fake experts and he came to my rescue. It's already 16 weeks I have been trading with his platform and profit payout is always fast
