A city skyline at night with a boat in the water.
Morgan Shipp

Morgan Shipp

BCom BLaw
Authorised representative number: 000355749

Stockbroking / Portfolio Management

I provide objective advice based on informed analysis, prudent judgement and diligent effort.
Morgan is a full-service Stockbroker, assisting clients to make more informed investment decisions and access a wider range of quality investment opportunities. Before moving into investment markets, Morgan was a banking and finance lawyer with a top-tier international firm.

Investment Style

Morgan assists in the management of his client's wealth through a combination of quality research and market knowledge. A tailored approach is applied across Australian and international stocks, listed fixed interest securities, bank term deposits and cash management.

Services and Specialties

Superannuation Advice
Wealth Management
Options and Warrants
Fixed Interest and Cash Management
Philanthropic Services

Qualifications and Professional Affiliations

Bachelor of Laws
Bachelor of Commerce
Professional Diploma in Stockbroking
Ethics and Professional Relationships


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Derivatives Level 1
Derivatives Level 2
Margin Lending
Managed Investments
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.