Stephen Gulbrandson - Morgans Financial Limited
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
Reviews
Reviews are taken from publicly available sources.
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.
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Financial Advice Matters Townsville | ★ 5,0 | 32 | No |
| 2 | Direct Wealth - Financial Advisor Townsville | ★ 5,0 | 20 | No |
| 3 | Mitchell Dale - Morgans Financial | ★ 5,0 | 17 | No |
| 4 | Money Over 50 Financial Advisers | ★ 5,0 | 12 | No |
| 5 | Morgans Financial Limited - Townsville | ★ 5,0 | 11 | No |
| 7 | Stephen Gulbrandson - Morgans Financial Limited (this page) | ★ 5,0 | 5 | No |
