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Stephen Gulbrandson - Morgans Financial Limited

Stephen Gulbrandson - Morgans Financial Limited

5.0(5 reviews)See reviews ↓·Townsville

About the company

Stephen Gulbrandson is a financial adviser and stockbroker, and the Branch Manager of Morgans Townsville. He has been delivering financial services in Townsville since graduating in 2006. His expertise spans investment, portfolio management, superannuation, retirement planning, insurance, and financial strategies.

Morgans Townsville team members have been with the firm since 1994. Morgans is backed by a team of over 25 analysts and covers over 200 ASX-listed stocks. Morgans Financial Limited is the legal entity. Morgans provides stockbroking services including buying and selling shares, ETFs, ESG investing, IPOs, fixed interest, options and warrants, and margin lending.

What customers say

Based on genuine customer reviews

Knowledgeable, detailed and highly communicative financial guidance is the theme running through the accounts left for Stephen Gulbrandson, who trades under the Morgans Financial Limited banner in Townsville. Clients who moved their money across from larger institutional funds describe a marked change in the level of service, with one noting that he takes the time to explain every portfolio rebalancing decision and the reasoning behind it. Several reviewers describe steady communication and personal attention, particularly around self-managed superannuation funds, where tactical adjustments have been made through shifting market conditions to keep portfolios performing.

The advice itself is repeatedly characterised as timely and of a high standard, drawing on substantial professional experience and resources. Reviewers also highlight that his approach places the client's financial interests first, an attribute described as uncommon in the sector. A number of people were referred to him by existing clients and have since passed his name on to others, while one account describes him helping a client and spouse build a foundation for retirement. His work has extended to assisting clients of other professional firms, and he is described as hands-on and generous with his time.

Investment serviceLife insurance agencyAged Care ServiceStock brokerSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

TG
Terry Gracey12 July 2024

Stephen is an outstanding finance professional. I moved my funds to Stephen from a standard large scale fund based on a personal recommendation. His knowledge, attention to detail and management performance are first class. He always takes time to communicate any portfolio rebalancing and the bases, and it’s all for less fees from my old super dump, where I could talk to no one. I would recommend everyone give him a call to talk through their situation. If he can help you, he will, and in a very transparent, ethical and clear manner.

SP
Samantha Park12 April 2023

Steve is a knowledgeable professional with hands on approach. He has helped multiple clients of our firm and the feedback has been nothing but outstanding! Armed with abundance resources and professional experience, Steve provides on time & high quality financial advice. We highly recommend Steve to anyone searching for a financial planner.

GM
Gregory Marsh21 May 2020

Stephen Gulbrandson is a rare find in the finance sector; A professional who puts his client's best financial interests ahead of his own. I have sought his assistance on important matters twice over the past couple of years and his knowledge and advice have been invaluable on both occasions. He was highly recommended to me and I now highly recommend him to others.

MB
Murray Barnett2 September 2019

The service I receive from Stephen is simply outstanding. It is rare to find such an excellent combination of expertise, dedication and client concern. I wouldn't even consider going anywhere else.

RB
Ricky Barron29 August 2019

Stephen and Morgans have helped myself and my wife achieve our financial goals establishing a good foundation for retirement. Stephen is extremely knowledgable, working tirelessly in managing our investments and keeping our SMSF portfolio performing really well through the market ups and downs over the past 4 years. His constant communication and personal attention, keeping us informed and advised on making those small, tactical adjustments which makes all the difference to the success of any investment strategy. Honesty and reliability are Stephen's hallmarks. I would not trust anyone else be the custodian of my financial health and wealth.

Financial advisers & planners in Townsville compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Townsville are compared.

RankProviderRatingReviewsOpen Sat.
1Financial Advice Matters Townsville★ 5,032No
2Direct Wealth - Financial Advisor Townsville★ 5,020No
3Mitchell Dale - Morgans Financial★ 5,017No
4Money Over 50 Financial Advisers★ 5,012No
5Morgans Financial Limited - Townsville★ 5,011No
7Stephen Gulbrandson - Morgans Financial Limited (this page)★ 5,05No
Contact
+61731148654morgans.com.au/stephen-gulbrandson-townsville520 Flinders St, Townsville City QLD 4810
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed