Financial Advisers Hawthorn

Trusted financial experts in Hawthorn delivering top-tier stockbroking and wealth management services.

Why choose Morgans?

Since 2003, Morgans Hawthorn has delivered top-tier stockbroking and wealth management services through Managing Wealth Pty Ltd. We provide personalised investment and financial advice to individuals, charities, boutique institutions, and family offices. Our private wealth management approach focuses on long-term planning and day-to-day investment coordination, ensuring a trusted partnership for your financial success.

Financial advice tailored for you

Whether you're a seasoned investor or just starting, we provide expert advice to help you navigate market fluctuations, select the right investments, and build a diversified portfolio. We understand that investing is not a one-size-fits-all endeavour, so our team works with you to ensure your stockbroking strategy aligns with your financial goals and evolves as your needs change over time.
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Navigate major life changes—like marriage, buying a home, or retirement with expert financial advice. We help you manage unexpected life events, such as job loss or inheritance, ensuring your wealth management strategy is secure, personalised, and designed for your long-term financial future.

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Whether you're navigating mergers, acquisitions, or restructuring, our financial experts provide strategic guidance to ensure your company's growth and stability. We help you manage risks, optimise operations, and capitalise on opportunities, ensuring your corporate strategy is robust, personalised, and aligned with your long-term vision.
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Contact our financial advisers today

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The Morgans difference

Backed by 20+ analysts

Backed by a team of over 20 analysts, we leverage award-winning research and industry insights to provide our clients with strategic advice. We cover over 200 ASX-listed stocks, providing broad market expertise.

Financial solutions

We craft strategies tailored to your individual goals. This includes wealth accumulation and retirement planning.

Global investor reach

Our ability to engage both domestic and international high-net-worth retail and institutional investors is a key differentiator and allows us to deliver a diverse investor mix to meet specific investment goals.

Meet the team

Antonio Barba

Adviser Assistant - Undertaking Professional Year. Supervisor: Peter Stock (AR: 000259380)

Cheyne Peat

Associate Adviser

Clare Rixon

Senior Adviser

David Cleal

Senior Adviser/Branch Principal

Frank Fotopoulos

Financial Adviser

James Kay

Financial Adviser

James Syme

Private Client Adviser

Jarrod Martin

Private Wealth Management

Jason Coffey

Senior Adviser/Branch Principal

Luke Wilson

Financial Adviser

Michael Wood

Senior Adviser/Branch Principal

Paul Martin

Principal - Martin Bros Australia Pty Ltd

Peter Stock

Senior Adviser/Branch Manager

Simon Hopkins

Senior Adviser/Branch Principal