Join our Network

Creating what's possible, together.

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Our network continues to expand due to the success of our advisers whom are given the flexibility to offer their clients a traditional full service stockbroking and wealth management relationship. There is no prescriptive Morgans client advice model. Each adviser is free to shape their client advice model to suit the needs of their clients and their own background and personality.

A choice of structure

Award-winning research

Customised settings for advisers

The Morgans owned offices can accommodate individual advisers or a team of advisers. Remuneration structure is commission based with team and dealing room profit pools, as well as the potential availability of a shareholding in Morgans Holdings (Australia) Limited.

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Flexible management structures

The Morgans branches operate under individual branch management agreements and the financial relationship is based on a share of revenue model. A number of our branches are either owned by or have strategic joint ventures with Accounting firms. Individual advisers or a team could join an existing branch.

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Expansion opportunities

There are some opportunities for advisers to establish new Morgans offices in selected areas around the country.

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Our services

Stockbroking
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As a full service broker, we offer clients more than just investing in shares on the ASX, including portfolio construction and administration.

We also have a specialist derivatives team that provides support and training in options strategies and derivatives for Morgans advisers.

Wealth Management
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Whilst our reputation was established in stockbroking, we offer clients a full range of financial services including:

- Portfolio administration

- Superannuation advice

- Self Managed Super Funds

- Wealth protection and risk insurance

- Retirement planning

Cash Investments
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The income and fixed interest securities team provides specialist advice and research across a wide range of listed and unlisted income and fixed interest securities. Attractive cash and income opportunities are regularly highlighted for advisers and their clients.

Research
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The Morgans Research Team is one of the leading teams in the country. We provide access to a full range of publications so you can communicate with your clients and prospects as you see fit. These communications are published daily, weekly, monthly and quarterly or as needed.

Corporate Finance
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Our Corporate Finance team specialises in providing corporate advice and capital raising solutions for small and mid cap companies, including IPOs, placements, rights issues, share purchase plans, takeover defense, merger and acquisition advice and strategic reviews.

Through these dealings, attractive investment opportunities are regularly made available to private and institutional clients.

Training and Development
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Knowledge is an important part of our business - keeping abreast of market movements, company updates and legislative changes.

Our Training and Development Manager co-ordinates learning outcomes suited to your business and your needs.

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Onboarding and transition

As part of the service provided to new advisers and Branches joining the Morgans network, we provide back office functionalities that aid in the smooth transition of client accounts and data that aim to make the process as seamless as possible.

We cater for all business models – equities, options, wealth management and financial planning.

Contact us for a confidential discussion

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Mark Davies
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Ben Hatcher
Director of Equities
0417 609 848
[email protected]
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John Lindsay
Head of Adviser & Branch Development
0418 196 694
[email protected]
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Andrew Wilkie
Head of Retail Solutions
0412 779 383
[email protected]
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