Morgans is Australia’s largest national full service Retail Stockbroking and Wealth
Management firm, operating in all states and territories. With over 300,000 clients and 500
Authorised Representatives, Morgans manages $60 billion of funds under management. Our
award winning research team has helped us win the AIRA Best Practice Awards for the Best
Australasian Retail Broker – for the last three years in a row.
Our areas of specialisation include: stockbroking; wealth management; superannuation
advice; self managed super funds; financial planning; fixed interest and cash management;
portfolio administration and retirement planning. Our job is to understand where the client
fits across these four foundations of investing: income, capital growth, capital security and
risk/ return.
Every client has different views on their need to maintain the value of their capital, and the
balance against the risk they are prepared to take to achieve returns. Our job is to understand
this individual mix and implement appropriate strategies. We aim to distinguish our VFF
clients by offering the below additional services: discounted brokerage, discounted wealth
management fees, face-to-face service, complimentary portfolio and superannuation
assessments. We aim to match our VFF clients with Morgans representatives who have strong
roots in country areas, understanding their business and the environment in which they
operate.