A city skyline at night with a boat in the water.
Andrew Wilkie

Andrew Wilkie

Authorised representative number: 000355554

Head of Retail Solutions

I aim to partner with my clients to help them take control of their financial future.
Andrew began his professional career managing the day to day operations of a family owned manufacturing company from 2003 until 2006. During this time he was heavily involved in the re-engineering of many of the work processes, market opportunity analysis including cost containment and analysis of risk exposures.

Investment Style

Andrews preference is for long term relationships with clients who desire an objective view on the market and appreciate strong management of their portfolios. Andrew acts for clients at all stages of life and focuses on wealth creation and ongoing portfolio management.

Services and Specialties

Wealth Management
Portfolio Administration
Personal Insurance
Superannuation Advice
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Bachelor of Commerce
Diploma of Financial Services


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Financial Planning
Managed Investments
Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.