Financial Advisers Traralgon

Your trusted financial experts helping you with stockbroking, financial planning, and investment advice.

Why choose Morgans?

Morgans Traralgon is a locally based team of financial advisers serving clients across Gippsland and surrounding areas. Offering services in stockbroking, financial planning, and superannuation, our office has been a trusted part of the local community since 2004.

Located at 20 Hotham Street, our team provides clients with the convenience of working with a local adviser, which is something many had not considered before discovering they didn't need to rely on Melbourne or Sydney based firms for expert financial advice. Being able to sit down with your adviser regularly makes a real difference, particularly during volatile market conditions. Our clients tell us that local access and personal relationships are what set their experience apart.

Financial advice tailored for you

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.


Find out more
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.
Find out more
Retirement planning is the accumulation of wealth to provide income and financial security in retirement. Estate planning focuses on wealth preservation and wealth transfer. With a dedicated technical research team Morgans' advisers are kept up to date with legislation changes. If you are planning your retirement, just reducing your working hours, or thinking about an estate plan, we can help.
Find out more

Contact our financial advisers today

Submit the form below and one of our advisers will be in touch shortly.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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

Advisers

Jonathon Kirk
Jonathon Kirk

Branch Manager / Private Client Adviser

About
Traralgon
Self-Managed Super Fund
Financial Planning
Retirement and Estate Planning
Wealth management
Stockbroking
Luke Pollard
Luke Pollard

Private Client Adviser

About
Traralgon
Financial Planning
Stockbroking
Wealth management
Self-Managed Super Fund
Retirement and Estate Planning

Support Staff

Ewan Williams
Ewan Williams

Dealers Assistant

About
Traralgon
No items found.