Wealth+ Branch of the Year
Warrnambool’s only dedicated stockbroking firm has been recognised as the top performer amongst more than 50 other practices across Australia trading under the same banner.
Morgans’ Warrnambool office, based in Timor Street, was named Morgans’ Wealth+ Branch of the Year for 2017-2018, recognising significant growth and achievements over the past 12 months, including considerable boosts to its portfolio numbers, values and return.
The award also recognised the Warrnambool office’s interaction with other elements of the Morgans practice, such as its Client Onboarding and Compliance team, acknowledging the well-rounded development of the branch.
John Lindsay, Director – Managed Branches at Morgans, said the Warrnambool office had made a big impression since it first began practicing under the national firm’s banner in 2005.
“For a relatively new addition to the Morgans stable, Warrnambool is a remarkable performer. Growth in client numbers is one achievement, but to also be consistently delivering the growth in value and returns reflects an impressive operation. The award is well-deserved.”
John added that Warrnambool-based broker Varun Sarup had also been recognised personally for his work to grow the firm’s client base over the 2017/2018 financial year.
Morgans is Australia’s largest national full-service stockbroking and wealth management network, with more than 300,000 clients, 500 authorised representatives and 850 employees.
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