Millie Ferguson

Millie 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 focuses on understanding client circumstances, objectives and risk appetite. With a view to develop strategies and investment portfolios tailored to these 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

Millie Ferguson's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma of Financial Planning

Bachelor of Advanced Finance and 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.