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About Us
Sydney
Sydney
Advisers
Support Staff
Contact us today.
Office Address
Level 21 Aurora Place 88 Phillip St Sydney NSW 2000 Australia
Our Approach
We offer a comprehensive financial solution tailored to your needs, beginning with a free discovery meeting to understand your financial situation and goals.
Following a structured process, we develop a personalised financial strategy, present it clearly in a Statement of Advice, assist with implementation, and provide ongoing review and support to ensure your financial goals are met.
Our Investment Process
At Morgans Port Macquarie, advisers collaborate with clients to establish investment goals centred on principles such as long-term investing, maintaining a quality core portfolio, diversification to reduce risk, focusing on total return, employing an active yet risk-controlled approach, conducting research-driven processes, and managing portfolios for tax efficiency.
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Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Port Macquarie is proud to support various local charities and organisations such as:
• Port Macquarie Golf Club
• Kew Golf Club
• Port Macquarie Pirates
• Hastings Business Women’s Network
• Hastings Education Fund
• Business Port Macquarie
• Hastings Valley Motorcycle Club
• Liberty Domestic & Family Violence Specialist Services
• and more…
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Careers
At Morgans, we offer an array of exciting career opportunities in the dynamic industry of finance.
Whether you're at an early stage in your career or a seasoned professional, you’ll have the opportunity to make a genuine difference and be part of a culture where everyone’s contribution is recognised.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
At Morgans Bundaberg, we are committed to giving back to our community. Throughout the year, we support various local charities and organisations, making a meaningful difference in the lives of those around us. From sponsoring local events to contributing to charitable causes, we actively engage with and support initiatives that align with our values and goals.
What our clients say about us
Les and his very capable staff welcomed us as new clients in a professional and hassle-free manner. Since the changeover, Les has been in regular email contact, providing well-researched investment information and offering further advice whenever needed, including in-person meetings. We’re very satisfied with the service Les provides, and the arrangement works well for us."
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We love to support our community and local charities. Some of these include Rotary and Newcastle Special Children's Christmas party. If you have a campaign you'd like us to get involved in, please contact to discuss further.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Coffs Harbour also supports:
• Community Radio 2CHY
• Coffs Harbour & District 60's & Over Social Bowling Club
• Rotary Club of Coffs Harbour
• Coffs Harbour Surf Life Saving Club
• Bonville Golf Resort
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Cronulla also supports:
• The Salvation Army - Red Shield Appeal
• Cure Cancer Australia Foundation
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Springfield-Ipswich also supports:
• Ipswich Region Chamber of Commerce
• Member of the Greater Springfield Chamber of Commerce
• Motor Neuron Disease Fundraising Sponsorship
• Alzheimer's Australia
• Multiple Sclerosis Fundraising Sponsorship
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Sunshine Coast make regular donations to:
• Sunshine Coast Police Citizens Youth Club
• Rotary Clubs (Specific Needs Children)
• RSPCA
• Cancer Research Institute of Australia
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Wollongong also supports:
• Make A Wish Australia
• Vision Australia
• Camp Quality Camp
Award winner
We are delighted to have been named winner of the Excellence in Operations Award at the 2021/2022 Morgans Branch Awards.
Community support
In 2021, Exchange Place Investments established the Exchange Places Fund through Foundation SA to consolidate and focus its philanthropic activities.
With a clear vision, Morgans Exchange Place quickly aligned its values and objectives with those of the Tjindu Foundation — both organizations seeking to create positive, long-term change for Aboriginal children in communities across South Australia.
After an initial contribution to the Tjindu Foundation, Exchange Place made a three-year commitment to partner with Tjindu, committing $50,000 annually and maximizing the impact of its giving.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Perth also supports:
• The Salvation Army
• Youth Focus
• Australia's Biggest Morning Tea
• Princess Margaret Hospital Foundation
• Redkite
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Scone also supports:
• The McGrath Foundation
Morgans Scone is proud to support the local community, some of the organisations we support include:
• Scone Junior Rugby League
• Scone Junior Rugby Union
• Scone Swimming Club
• Scone Grammar School
• Scone Rugby Union Club
• Upper Hunter Beef Bonanza
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support. Morgans Orange also supports:
• The Salvation Army - Red Shield Appeal
• Australia's Biggest Morning Tea
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support. Morgans Merimbula also supports:
• Reaching Out Foundation
• Tulgeen Disability Services
Morgans Merimbula supports a variety of community fundraising events throughout the region:
• Local sporting events
• Business awards
• Surf Life Saving
• Horse racing
• Various charities
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Milton have been ongoing corporate sponsors and we donate annually to many charities, The Leukaemia Foundation is one we hold close to our hearts with two of our staff having battled through cancer. We are currently raising funds for the "Light the Night" event at Southbank.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Domain also supports:
• Mazenod Old Collegians Football Club
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognize the importance of supporting the community in which we work and in assisting those in need of support.
Morgans Hawthorn is also a supporter of Big Dry Friday supporting rural Australia.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Over the past 10 years Morgans Darwin has supported many local charities and community groups, as well as providing financial assistance to junior sportspeople.
Value in the Vines Investor Conference
The Value in the Vines Investor Conference is tailored for Morgans Scone clients, aimed at connecting investors with the CEOs of their invested companies.
Taking place annually in the picturesque Hunter Valley, NSW, the conference features high-quality company presentations, followed by an evening dinner featuring exclusive fireside chat panel discussion. This unique conference fosters a relaxed and intimate atmosphere, bringing together senior company executives and investors. An event you won’t want to miss!
The 2025 Conference is scheduled for Friday, 24 October 2025.
Building long-term partnerships
Morgans Chalk Capital advisers are dedicated to building long-term partnerships with clients, collaborating to identify and achieve financial goals. Their service is rooted in the Client Best Interest principle, a key element of the Financial Adviser Standards Code of Ethics.
Originally focused on stockbroking and investment transactions, the firm has evolved into a leading Financial Advice and Wealth Management provider.
With 30 years in the region, the Toowoomba office prides itself on delivering tailored, transparent services that foster trust and help clients manage investments, retirement savings, and financial strategies, creating lasting legacies for future generations.
Scholarship Program
Joining our scholarship employment program offers a unique opportunity to receive financial support, gain practical experience, and develop both personally and professionally in the dynamic field of financial planning.
You'll benefit from mentorship by seasoned professionals, receive financial assistance to ease the burden of tuition, and apply your classroom knowledge to real-world cases. This experience not only enhances your technical and soft skills but also prepares you for a successful career in financial planning, where you can contribute to the financial well-being of individuals and communities.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
We recognise the importance of supporting the community in which we work and in assisting those in need of support.
Community Support
The Morgans Foundation has been dedicated to supporting Australian charities since its establishment in 2005, and we are immensely proud of the impact we've been able to make. The Foundation pools funds from Morgans, its regional offices, clients and staff, to make meaningful contributions to selected charities.
Morgans Armidale also supports:
• Armidale Cycling Club
• Armidale Riding Club
Community Support
Morgans Brighton is dedicated to fostering community support and engagement. Our office proudly backs a range of not-for-profit organizations and charities, including:
• Bayley House
• St Kilda Mums
• Oz Child
• Bayside Argonauts Soccer Club
• Murrumbeena Football Netball Club
• Courage to Care
By supporting these initiatives, we aim to make a positive impact and contribute to the well-being of our community.
Our Value Proposition
Learn how our wealth management strategies can assist in consolidating your family’s assets, managing your investments with your financial goals, tailoring your superannuation strategy and ensuring families and business owners have planned for their succession.
