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Morgans Financial Limited - Newcastle
12 Smith Street, Charlestown, New South Wales, Australia
About Morgans Financial Limited - Newcastle
Welcome to Morgans Financial Limited - Newcastle! Located at 12 Smith Street in Charlestown, our institution is a renowned establishment in the finance industry and a point of interest for individuals seeking expert financial guidance.
As the Reporting Season for August 2023 has recently concluded, we invite you to explore our comprehensive coverage and research videos/podcasts. Stay informed about the latest market trends and insights as our Chief Economist, Michael Knox, highlights the significant impact of the US budget deficit on commodity swings.
With over 100 years of combined experience, our dedicated team at the Newcastle office is committed to serving the people of the Hunter Region and beyond. Our roots can be traced back to 1990 when the staff of Jarden Morgan and BNZ Norths merged, forming the present-day business in Newcastle.
At Morgans Financial Limited - Newcastle, we pride ourselves on being the most experienced stockbroking office in Newcastle, thanks to the perfect blend of seasoned professionals and youthful energy. Operating from our office in Charlestown, we specialize in direct equities while also offering a broader range of expertise to cater to our clients' diverse needs.
Our services encompass investment and superannuation advice, as well as ongoing portfolio management. With our extensive experience, we tailor solutions that are specifically designed to meet the unique requirements of each individual client. Whether you are a seasoned investor or just starting your financial journey, our team is here to guide you every step of the way.
We excel in shares and listed investments, ensuring that our clients receive personal attention, deep insight, and direct involvement in their financial endeavors. Your success is our priority, and we are dedicated to helping you achieve your investment goals.
As part of our commitment to enhancing your experience, we are in the process of transitioning clients to our new client portal. If you have recently migrated to our new platform, please access it at client.morgans.com.au for a seamless and user-friendly experience.
Join Morgans Financial Limited - Newcastle today and discover the difference our expertise and personalized approach can make in your financial journey. Contact us now to schedule a consultation and let us help you navigate the ever-changing financial landscape with confidence.
Photos of Morgans Financial Limited - Newcastle
2/12 Smith St, Charlestown NSW 2290, Australia
Opening hours of Morgans Financial Limited - Newcastle
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Morgans Financial Limited - Newcastle
"My family recently sold a batch of shares as part of a retirement planning strategy and we had no idea where to start. I am so thankful that Brenden Banks was able to guide us through the myriad of paperwork and was able to simplify the requirements to allow us to quickly and easily dispose of our shareholdings. I wouldn't hesitate to use Brenden again, warm and helpful demeanour made the whole experience a pleasure"
"Brenden Banks has been awesome to deal with. Brenden has helped some of my clients in selling shares, including from deceased estates and has made the process so easy for them. He has a great all round knowledge and i would recommend him to anyone looking to invest in the sharemarket"
"Was treated like a leper when asking for financial documents as an executor. Brad Tuckerman sold some of my mums shares and refused to send copies of the financial documents that were listed in the Will concerning theses shares. Was extremely rude and unprofessional to grieving relatives that are trying to settle their late mothers estate. Looks like a court order from the Supreme Court will have to be issued. What a debacle! Totally unethical and unprofessional attitudes!"
"I highly recommend Brendan Banks! He is easy to talk to, personable and genuinely cares for his clients! He’s a wealth of knowledge and provides an excellent service."
"They charge a fee that appears high compared to do it yourself portfolios but we have found the returns to far out weigh the slightly higher fees. Our consultant, Brendan Banks, seems to be on top of things, proactive and is mindful of our preferred companies. Overall very satisfied with the service."
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