
Millie Ferguson
BAdvFin&Econ(Hons) GDipFP
Investment Adviser
I prioritise strong relationships and through in-depth understanding of client objectives, assist clients to make informed decisions that give them confidence in their personalised strategy to achieve their financial goals.
Milie joined Morgans in 2026 and has worked in the financial services industry since 2020. She focusses on clearly communicating complex financial concepts, strategies and products and ensuring her clients are equipped with the knowledge underpinning wealth creation and long-term financial success. Prior to joining Morgans Millie worked as an Investment Adviser at Evans & Partners from 2023.
Investment Style
Millie's approach to providing advice focusses on understanding client circumstances, objectives, risk appetite and time horizon, to develop strategies and investment portfolios tailored to their needs. Millie provides strategic financial planning advice and constructs diversified portfolios across asset classes. She has a particular interest in superannuation and self-managed super fund advice, assisting clients to maximise opportunities within these structures.
Services and Specialties
Wealth Management
Retirement and Estate Planning
Investment Advice
Financial Planning
Superannuation Advice
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Finance & Economics (Honours)
Associations
No items found.
Competencies
Financial Planning
Securities
Generic
Managed Investments
Superannuation
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. I am eligible to participate in a bonus scheme depending upon performance.