Help, Support and Forms
Morgans client portal
Have you used the Morgans client portal? Morgans' clients receive access to their portal where they can view holdings and our award-winning research. Learn more and discover our frequently asked questions.
Security and scams
Here at Morgans, safeguarding your wealth is our top priority. Discover our rigorous protocols and how to look out for the tell tale signs of investment scams.
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Forms
From time to time, you will need more information or will need to change your details. Some of the more common forms and brochures are included here for your convenience.
Financial Services Guide (FSG)
Our Financial Services Guide (FSG), issued by Morgans Financial Limited, provides essential information to help you make informed decisions about using our products and services. It outlines the financial services we offer, how our staff are compensated, our contact details, and the dispute resolution processes available to you in case you need to make a complaint.
Get in touch
Find our feedback form that allows you to provide your feedback regarding our business or individual advisers.
