Morgans Financial Limited (Canberra)

www.morgans.com.au

The Canberra office of Morgans was established in 1995 and offers clients a high level personalised service with a team based approach. Rather than having one adviser assigned to a client account, we assign a Financial Planner, an Investment Adviser and support staff. We offer a range of different services to clients including financial planning, full service stockbroking, Self-Managed Super administration and management services, personal insurance, estate planning, options, budgeting and Sophisticated Investor offerings. Our Mission To create and maintain a successful partnership that enables lifestyle choices for you. We aim to provide exceptional professional services to our valued clients. We do this by: Helping achieve goals Using open communication Employing quality people Educating clients Providing security and asset protection To contact one of our advisors, please call 02) 6232 4999 or email at CReception@morgans.com.au RBSM Canberra Pty Ltd is the service entity that manages the office of Morgans in Canberra and employs the advisers in that office. DISCLAIMER: The information contained on this page is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents ("Morgans") do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon the reports contained in this page consult with their Morgans investment advisor before doing so. Those acting upon such information without advice do so entirely at their own risk.

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The Canberra office of Morgans was established in 1995 and offers clients a high level personalised service with a team based approach. Rather than having one adviser assigned to a client account, we assign a Financial Planner, an Investment Adviser and support staff. We offer a range of different services to clients including financial planning, full service stockbroking, Self-Managed Super administration and management services, personal insurance, estate planning, options, budgeting and Sophisticated Investor offerings. Our Mission To create and maintain a successful partnership that enables lifestyle choices for you. We aim to provide exceptional professional services to our valued clients. We do this by: Helping achieve goals Using open communication Employing quality people Educating clients Providing security and asset protection To contact one of our advisors, please call 02) 6232 4999 or email at CReception@morgans.com.au RBSM Canberra Pty Ltd is the service entity that manages the office of Morgans in Canberra and employs the advisers in that office. DISCLAIMER: The information contained on this page is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents ("Morgans") do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon the reports contained in this page consult with their Morgans investment advisor before doing so. Those acting upon such information without advice do so entirely at their own risk.

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Country

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Employees

11-50

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Founded

1995

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Estimated Revenue

$50,000,000 to $100,000,000

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Potential Decision Makers

  • Associate Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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