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Robert Ward

Robert Ward

Authorised representative number: 000447482

Senior Adviser - Morgans Wholesale Services

I will provide honest and objective advice to wholesale, sophisticated and general advice clients based on the publicly available information that I have to hand.
Robert has been in the securities industry for 35 years and has vast experience working with corporate, institutional and wholesale clients. He has run broking operations in Melbourne, Hong Kong and New York.

Investment Style

Robert focuses on medium to long-term portfolio construction for wholesale, sophisticated and General Advice clients. He aims to build portfolios that can provide both income and/or growth via direct share exposure. Robert has a particular focus on small to medium companies with long-term capital growth potential.

Services and Specialties

Portfolio Administration
Self-Managed Super Funds
Superannuation Advice
Wealth Management

Qualifications and Professional Affiliations

Diploma of Financial Services
Margin Lending Accreditation Program


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of percentage of fees.