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Stephen McAllister

Stephen McAllister

Authorised representative number: 000260003

Senior Client Adviser

I provide leading advice formed by sound analysis and market awareness aimed at optimising client returns.
Stephen commenced his career with Morgans Stockbroking in 1992, and after six years relocated to the UK were he worked in Funds Management as an Equities and Bond Dealer, then Assistant Fund Manager for ABN AMRO Funds Management. Stephen returned to Australia and recommenced working with Morgans, where he is now a Senior Client Adviser in the West Perth office.

Investment Style

Stephen has a particular interest and expertise in investing in equities and other ASX listed products by actively managing portfolios and providing full service advice. He does this by taking a fundamental approach to both short and long term investing.

Services and Specialties

Wealth Management
Fixed Interest and Cash Management
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies
Portfolio Administration

Qualifications and Professional Affiliations

SDIA Accreditation Program
Professional Diploma in Stockbroking


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


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