Your financial future is our focus

Proud sponsor of the “Her Wealth, Her Way” Conference.

National coverage, local expertise.

With 56 locations across the country and over 500 authorised advisers we take a consultative approach to help you grow your wealth in line with your financial goals.

Financial Newswire - Women in Wealth awards 2025

Natalie Moorfoot

Financial Adviser
AR: 001270139
Morgans Springfield-Ipswich

'Financial Planner of the Year - QLD' Finalist

About

Helen McMillan

Financial Planner
AR: 001302628
Morgans Melbourne

'Financial Planner of the Year - VIC' Finalist

About

Christina Fan

Financial Adviser
AR: 001294003  
Morgans Brisbane

'Financial Planner of the Year - Rising Star' Finalist

About

Teodora Jovanovic

Financial Planner
AR: 001305943
Morgans Wollongong

'Financial Planner of the Year - Rising Star' Finalist

About

Jodie Cowburn

Manager Technical Services & Adviser
AR: 001247970
Morgans Brisbane

'Superannuation Professional of the Year' Finalist

About

Sandra Crouch

Senior Client Adviser
AR: 000259414
Morgans Brisbane

Winner 'Investment Adviser of the Year' & 'Women of the Year 2025' Finalist

About

Georgie Hennekens

Private Client Adviser
AR: 000299984
Morgans Gold Coast

Investment Adviser of the Year' Finalist

About

Patricia Tsicalas

Private Client Adviser
AR: 000342302
Morgans Sydney Reynolds Securities

'Mentor of the Year' Finalist

About

Annie O’Scanaill

Adviser Assistant
undertaking Professional Year
Morgans Brisbane

Winner 'Graduate of the Year'

Financial Newswire - Women in Wealth awards 2024

Jettie Fan

Investment Adviser
AR: 001255205
Morgans Brisbane

Winner 'Investment Adviser of the Year', 'Superannuation Professional of the Year' Finalist & '2024 Woman of the Year' Finalist

About

Kylie Harding

Principal/Investment Adviser,
AR: 000259299
Morgans Mona Vale

'Investment Adviser of the Year' Finalist & 'Pro Bono of the Year' Finalist

About

Jahanne Nagle

Senior Investment Adviser
AR: 001268258
Morgans Melbourne

'Investment Adviser of the Year' Finalist

About

Clare Rixon

Senior Investment Adviser
AR: 000332899
Morgans Hawthorne

'Investment Adviser of the Year' Finalist

About

Dianne Colledge

Senior Investment Adviser
AR: 000250860
Morgans Melbourne

'Investment Adviser of the Year' Highly Commended

About

Marcia Senn

Director, Wealth Management
AR: 000404828
Morgans Brisbane

'Superannuation Professional of the Year' Finalist

About

Jodie Cowburn

Manager ABD Technical Services & Support
AR: 001247970  
Morgans Brisbane

'Superannuation Professional of the Year' Finalist

About

Louise Wegner-Parker

Head of Specialist Advice
AR: 000285600
Morgans Brisbane

Winner'Pro Bono of the Year' & '2024 Woman of the Year' Finalist

About

Christina Fan

Financial Adviser
AR: 001294003
Morgans Brisbane

'2024 Graduate of the Year (2 years or less in industry)' Finalist

About

Aged Care Steps - 2023 Finalists

Sophie Doyle

Retirement & Aged Care Specialist
AR: 000470612
Morgans Erina

'Aged Care Adviser of the Year' Finalist

About

Products and services

Wealth Management
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Wealth Management encompasses crafting tailored strategies for wealth accumulation and retirement security, defining investment goals, executing effective strategies, and accessing diverse investment opportunities under professional guidance.

Superannuation Advice
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Income from superannuation funds is crucial for private wealth creation and shaping your retirement lifestyle. Trust Morgans’ expert financial planners and advisers for knowledgeable support in crafting a strategic superannuation investment plan.

Self-Managed Super Funds
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Maximise control over your retirement savings with self-managed super funds (SMSFs), empowering you to make strategic investment decisions tailored to your financial goals.

Financial Planning
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Elevate your financial journey with strategic planning designed to align with your life goals. The first step is to make sure you have access to the right advice.

Portfolio Administration
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Portfolio administration involves systematic management for optimal performance. Our service includes record-keeping, risk management, and compliance, ensuring efficient handling of investments.

Retirement and Estate Planning
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Retirement planning is the accumulation of wealth to provide income and financial security in retirement. Estate planning focuses on wealth preservation and wealth transfer.

Personal Insurance
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Navigating the multitude of personal insurance options can be overwhelming when seeking the right cover for your circumstances. Our expertise lies in comprehending the nuances of all available products.

Philanthropic Services
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Connect with us today

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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.