Financial Advisers Mackay
Your trusted financial experts helping you with financial planning, retirement, and superannuation advice.

Why choose Morgans?
Since 1989, the Morgans Mackay office has been dedicated to delivering exceptional financial advice, backed by over 50 years of combined industry experience. As an owner-managed branch within one of Australia's largest investment organisations, we offer a level of commitment, focus, and personalised service that sets us apart from larger financial planning groups.
Financial advice tailored for you

Financial Planning
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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Retirement advice
Effective retirement planning balances tax efficiency, investments, and income streams from superannuation, assets, and Centrelink. We help tailor your retirement strategy to meet your financial goals, staying up to-date with the latest legislative changes to provide the best advice.
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Superannuation advice
Superannuation is one of the most tax-effective ways to save for retirement. However, understanding contributions and tax benefits can be complex. We help you maximise tax benefits and financial incentives to secure a comfortable retirement.
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The Morgans difference
Backed by 25+ analysts
Backed by a team of over 25 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

Ashley Sim
Partner/Branch Manager/Financial Planner

Jodie Meynell
Partner/Financial Planner

Joe Sim
Partner/Financial Planner

Lindsay Richardson
Financial Planner

Melissa Esmond
Financial Planner