Morgans Financial Limited is a national full-service retail stockbroking and wealth management network

Morgans Financial Limited

John Clifford

Steven Wright

Jeff Oates

Joe Gallagher

Brent Plasier

Stephen Stroud

David Cope

Neil Sutcliffe

Roger Leaning

Mark Davies

Daniel Spokes

Rob Douglas

Anthony Kirk

Kylie Harding

Duncan Elliott

Damian Tarry

Michael Knox

Nicole Roberts

The Financial Planning and Advisory team at Morgans Financial Limited specializes in delivering personalized wealth management strategies to clients. This diverse team of certified financial planners, advisers, and portfolio assistants collaborates to assess clients’ financial goals, develop tailored investment plans, and provide ongoing guidance, ensuring a holistic approach to financial well-being and asset growth.

Financial Planning and Advisory

The Research and Analysis team at Morgans Financial Limited conducts in-depth market research and analysis to inform investment strategies and guide client decisions. Comprising experts in various sectors, the team evaluates market trends, assesses the performance of equities, and provides actionable insights that support the firm's wealth management and stockbroking services. Through rigorous financial analysis and industry assessments, the team aims to enhance client portfolios and drive informed investment choices.

Research and Analysis

The Technology and IT Services team at Morgans Financial Limited is responsible for developing and maintaining the company's technological infrastructure and applications to support efficient stockbroking and wealth management services. They ensure data integrity, enhance user experience, streamline operations through integrated solutions, and implement robust cybersecurity measures, all while providing technical support and fostering innovation within the organization.

Technology and IT Services

The Compliance and Risk Management team at Morgans Financial Limited is responsible for ensuring adherence to regulatory requirements and internal policies while identifying potential risks that could impact the company's operations. This team conducts audits, manages compliance-related issues, and develops strategies to mitigate risks, thereby safeguarding the firm's integrity and client trust in the retail stockbroking and wealth management space.

Compliance and Risk Management

The Leadership Team at Morgans Financial Limited is responsible for setting the strategic direction and operational oversight of the organization. They drive organizational performance by aligning financial services and wealth management initiatives with market trends, ensuring compliance and regulatory standards, and fostering a high-performance culture among employees. This team collaborates to enhance client relationships, innovate technology solutions, and optimize resources for sustainable growth.

Leadership Team

Morgans Financial Limited

Org chart

Teams

Financial Planning and Advisory

Research and Analysis

Technology and IT Services

Compliance and Risk Management

Leadership Team

Offices

Morgans Financial Limited

Org chart

Teams

Financial Planning and Advisory

Research and Analysis

Technology and IT Services

Compliance and Risk Management

Leadership Team

Offices

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