BY
Brad Yates
Senior Business Analyst at Morgans Financial
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Work Experience
Senior Business Analyst
Apr 2012 - Present · 12 years and 8 months
Chief Financial Officer
Nov 2009 - May 2012 · 2 years and 6 months
Company Details
501-1000 Employees
Stockbroking | Wealth Management | Corporate Advice Morgans is Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories. The services offered by the group are extensive and include the following: - Full service stockbroking including exchange traded options and warrants. - Investment portfolio reviews. - Margin lending facilities. - Nominee, custodial and administration management through our Managed Portfolio Service (wealth+). - Equity raisings such as Initial Public Offers, sub- underwriting and sophisticated investor offers. - Financial planning services comprising personal financial planning, retirement and superannuation planning, estate planning, and personal and life insurance. - SMSF administration. - A full range of fixed interest and income focused investment opportunities. --- We welcome feedback and contributions on our page but we do ask you keep our social media guidelines in mind to ensure relevant and respectful conversations. You can read more about our commitment to digital privacy and data protection at https://www.morgans.com.au/terms-of-use/social-media-policy.
Year Founded
1982
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
123 Eagle Street Level 29 Brisbane, QLD 4000, AU
Keywords
Full Service StockbrokingFinancial PlanningCorporate FinanceWealth ManagementSelf Managed Superannuation Funds(SMSFs)Retirement PlanningSuperannuation AdviceInstitutional Brokingand Portfolio Administration
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