Morgans Financial Limited

Q: What is Morgans Financial Limited's company size?

Morgans financial limited has 501 - 1000 people working.

Financial Services

Specialities :

Full service stockbroking

Financial planning

Corporate finance

Wealth management

Self managed superannuation funds(smsfs)

Revenue

11M - 100M

Total Funding

Size

501 - 1000

About Us

Stockbroking | Wealth Management | Corporate Advice Morgans is Australias 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 an...

Contact Information

Queensland , Australia

+612 4851 5555

bryan.davies@morgans.com.au

morgans.com.au

Morgans Financial Limited Org Chart

Morgans Financial Limited

(Financial Services)

501 - 1000

James Macaulay

Deputy CEO & Director

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Duncan Elliott

Chief Technology Officer

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Employees

Total Employees:
527

Top Contacts:
6

C-Level 0	VP - Level1
Director-	Manager5
Others540

Employees Working At Morgans Financial Limited

Michael Knox

Director of Strategy and Chief Economist

Ben Williamson

Director Private Client Adviser

Luke McElwaine

Director Senior Investment Advisor

David Cope

Financial Planner Director

Andrew Larkin

Private Client Advisor DirectorPartner

Morgans Financial Limited Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@morgans.com.au
<first>@	John@morgans.com.au

Buyer Intent

Pain Points	Locations	Technologies
CRM Implementation	Brisbane, Queensland, Australia	customer service, communication, operations, financial
Digital Transformation	Brisbane, Queensland, Australia	customer service, communication, operations, financial
Networking	Brisbane, Queensland, Australia	customer service, communication, operations, financial
Salesforce Development	Brisbane, Queensland, Australia	customer service, communication, operations, financial
Support	Brisbane, Queensland, Australia	customer service, communication, operations, financial

Trigger

Tech Stack Used By Morgans Financial Limited

A quick view of products employed by Morgans Financial Limited

Amazon connect

Google optimize 360

Salesforce

Surveys 360

Excel

List of technologies used by Morgans Financial Limited

Communication

Customer service

Financial

Operations

Jobs at Morgans Financial Limited

Hiring 2024-12-24 11:05:39

Adviser Assistant

Brisbane, Queensland, Australia

About MorgansMorgans is Australias largest full-service stockbroking and wealth management networ...

Frequently Asked Questions About Morgans Financial Limited

What does Morgans financial limited do?+

What are Morgans financial limited's specialties? +

Full service stockbroking,financial planning,corporate finance,wealth management,self managed superannuation funds(smsfs),retirement planning,superannuation advice,institutional broking,and portfolio administration