Whether you're an experienced professional investor or a novice investor finding your way in the market, Morgans Unley can help.
As a full service stockbroker, we pride ourselves on offering smart, personalised investment advice that is tailored to your investment style and objectives.
Our advisers are supported by an award-winning research team, as well as a leading corporate finance team that regularly provides our clients with exclusive investment opportunities.
As a client, you will receive:
- Advice on individual share selection and portfolio construction tailored to meet your specific investment objectives
- Recommendations supported by comprehensive internal and external research
- Access to all shares listed on the Australian Securities Exchange (ASX), the National Stock Exchange of Australia (NSX) and the Bendigo Stock Exchange (BSX)
- Efficient transaction (buying and selling) execution, supported by professional administration and settlement
- New investment opportunities in company IPOs and capital raisings
- Online client account access, allowing you to monitor your investments, read award-winning research, check share prices, announcements and more.
Migrating your portfolio
Portfolio migration is easy at Morgans. Make an appointment to see one of our advisers, bring a copy of your current portfolio (if Chess Sponsored) or a copy of your holding statements (if Issuer Sponsored) and we will do the rest.
Migrating your portfolio will enable your adviser to more easily assist you in future administration and buying and selling of shares.
We pride ourselves on providing client-focused advice based on thorough research, comprehensive company knowledge and many years experience in the Australian sharemarket. Contact us to find out more.