A city skyline at night with a boat in the water.
Patrick Morton

Patrick Morton

Authorised representative number: 001253115

Associate Adviser

Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation.
Patrick is starting his career after finishing his education, completing a Bachelor Degree in Mathematics and Finance. After a short period at a smaller Sydney Broker, Patrick has moved to Morgans to begin his career as an Associate Adviser.

Investment Style

Patrick focuses on long term wealth creation and portfolio management tailored to each client's specific financial goals and objectives. Patrick primarily invests in ASX200 companies however can also provide trading opportunities in small to mid cap companies.

Services and Specialties

Portfolio Administration
Wealth Management
Superannuation Advice
Fixed Interest and Cash Management

Qualifications and Professional Affiliations

Margin Lending Accreditation Program
Securities and Managed Investments
Bachelor of Mathematics and Finance
Generic Knowledge


No items found.


Managed Investments
Margin Lending
Derivatives Level 1
I am employed by Aurora Sydney Pty Ltd which operates the business of Morgans Financial Limited - Sydney Currency House. My employer remunerates me by way of salary and percentage of fees.