SMSFA Technical Day Conference 2020

Morgans Services and Benefits

Morgans is Australia's largest national wealth management, stockbroking and financial planning network with over 240,000 client accounts, 500 authorised representatives and 950 staff operating from offices in all states and territories. We offer all the services and products needed to achieve investment goals and create financial security.

Our network continues to expand due to the success of our advisers whom are given the flexibility to offer their clients a traditional full service stockbroking as well as a wealth management relationship.

Our experienced financial advisers are able to build personalised financial plans that aim to create, grow and protect wealth. We specialise in selecting appropriate assets to build wealth, wealth protection through personal insurance, superannuation strategies, self-managed superannuation funds (SMSFs), tax planning and retirement planning.

Morgans delivers a comprehensive range of research reports, attractive corporate investment opportunities, marketing tools, systems, support and training to assist advisers in developing their businesses.

The Morgans research team is one of Australia's largest award-winning research teams. Our team draws on a broad range of commercial experience and covers many aspects of the Australian market, including macro economic strategy, equity strategy, sector and individual company analysis, as well as technical analysis. The main goal of our dedicated research team is to provide timely and accurate investment ideas with unique industry insights adding further value to advisers and clients.

The Morgans Corporate Finance team is a market leader in capital raisings and corporate advisory solutions for Australian companies. With a strong track record of delivering successful outcomes, our focus continues to be on building long-term relationships with our clients, which is highlighted by our level of repeat business and aftermarket support.

If you are looking to add value to your clients and to your business, integrating a complete range of financial services into your offering, Morgans offer professional partnerships (structured or unstructured) referral opportunities that can provide your business with additional revenue and add asset value to your business.

For more information about the services we offer, browse through the below reading material or contact us

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