Morgans Traralgon office (located at 20 Hotham Street) has been operating for nearly eight years.
What we have found since opening the office is that people were unaware they could deal with a local firm when they needed advice on shares.
Many clients had previously dealt with Melbourne or Sydney based stockbroking firms, and they have found that being able to sit down with their adviser on a regular basis has been a great help for them, especially in volatile times.
The services Morgans Traralgon offer are:
- Buying and selling of shares
- Portfolio management and administration
- Establishing Self Management Superannuation Funds and structuring appropriate portfolios
- Sale of shares for deceased estates
- Financial planning services
Our firm has also participated in many capital raisings over the years, including QR National, Telstra 3, hybrid issues from the major trading banks and prime corporates, plus raisings for many smaller companies.