Morgans Financial Limited

Morgans Financial Limited is a financial services firm with over 40 years of history. It operates through 56 locations and employs over 500 advisers. Its research covers over 200 ASX-listed companies. Morgans provides stockbroking, wealth management, financial planning, and corporate and institutional advisory services.

The Morgans Foundation has partnered with local branches to support Australian charities since 2005, raising over $19 million. Big Dry Friday, launched in 2018, has raised over $9.6 million to support rural and regional communities. Morgans Financial Limited has donated over $20 million to charities.

Professionalism and clear, patient communication emerge as the qualities clients return to most often when describing this Brisbane financial advisory practice, part of the Morgans network. Advisers including Adam Boyer, Steven Farrell, James and Jonathan Brunello are singled out by name, with reviewers repeatedly noting their depth of knowledge, courtesy and willingness to explain complex matters in plain terms. More than one customer describes guidance through retirement preparation and stock transactions, including one who relied on Jonathan Brunello to handle a difficult share sale and another whose late mother's affairs were settled with care and thoughtfulness.

Long-standing relationships are a recurring theme, with one family noting more than fifteen years of dealing with James and entrusting him with their superannuation assets, converted into a self-managed super fund. Administrative support also draws praise, with reception staff described as genuinely helpful and responses to queries prompt and transparent. Clients mention integrity, attention to detail and a smooth, trustworthy process, while the range of work spans superannuation consulting, stockbroking, tax matters, financial and investment advice, and finance broking. Swift action on requests and a steady, unhurried manner round out the picture.