Morgans Financial Limited

📍123 Eagle Street, Brisbane, Queensland, 4000, Australia
Financial ServicesEst. 1982🌐 morgans.com.au
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44y
Years Active
Company Description

Stockbroking | Wealth Management | Corporate Advice Morgans is Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. The services offered by the group are extensive and include the following: - Full service stockbroking including exchange traded options and warrants. - Investment portfolio reviews. - Margin lending facilities. - Nominee, custodial and administration management through our Managed Portfolio Service (wealth+). - Equity raisings such as Initial Public Offers, sub- underwriting and sophisticated investor offers. - Financial planning services comprising personal financial planning, retirement and superannuation planning, estate planning, and personal and life insurance. - SMSF administration. - A full range of fixed interest and income focused investment opportunities. --- We welcome feedback and contributions on our page but we do ask you keep our social media guidelines in mind to ensure relevant and respectful conversations. You can read more about our commitment to digital privacy and data protection at https://www.morgans.com.au/terms-of-use/social-media-policy.

Founded :1982
Industry :Financial Services
Location :123 Eagle Street, Brisbane, Queensland, 4000, Australia
PeopleView All
SM
Sa### Mi#########
Chief Executive Officer
JT
James Thornton
VP of Engineering
PS
Priya Sharma
Head of Product
CM
Carlos Mendez
Director of Sales
EL
Emma Larsson
Chief Financial Officer
KA
Kwame Asante
Lead Data Scientist
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Quick Stats
Founded1982
Domainmorgans.com.au
Years Active44 years
Certificates
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ISO 9001:2015
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SOC 2 Type II
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GDPR Compliant
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ISO 27001
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Funding History
Series C$85M
Sequoia Capital · Mar 2023
Series B$32M
Andreessen Horowitz · Jan 2021
Series A$12M
Y Combinator · Jun 2019
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