Morgans Partnerships
Together, we look forward to working with you to help you achieve your investment goals and objectives.
Our value proposition
At Morgans Partnerships, our aim is to become the leading provider of exceptional service and investment advice for clients in collaboration with our advice partners - financial planners and accountants. We have developed a service framework that provides proactive and timely strategic advice, investment expertise and regular educational content. We advise clients on a range of investments including Australian and international shares, fixed interest securities, managed and exchange traded funds, alternatives and cash and term deposits.
Our services
• Strategic and personalised investment advice across all asset classes
• Ongoing advice, market updates and situational opportunities
• Access to on demand investment knowledge and expertise
• Economic updates with live presentations and videos
• Forward looking investment strategy
• Volatility calls
• Sector updates
• Access to capital raisings (including IPOs)
• Morgans is a major participant in the Australian listed fixed interest market with an extensive range of new investment opportunities
• Regular communication and investment updates
• Our focus is client care with a high level of ongoing service
Meet the team
Annie O'Scanaill
Adviser Assistant – Undertaking Professional Year supervised by Will Hickson
Liam Hegarty-Cremer
Adviser Assistant – Undertaking Professional Year supervised by Will Hickson
Ellie Benson
Dealers Assistant
