Brand profile · Financial Services

Morgans Port Macquarie

Morgans Port Macquarie works in Financial Services, out of Port Macquarie, NSW. Ownership is privately held; it publishes at morgans.com.au. It holds one address on record, all in Australia. The record counts 2 people. Tagged wealth management, options and financial planning. The record links seven similar brands, most of them in Financial Services.

morgans.com.au LinkedIn

Profile live Privately Held Founded 1996 1 office country
Counted staff
2
self-reported band not used
Founded
1996
30 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

Morgans Port Macquarie is the region’s largest and most experienced financial planning and wealth management firm.

We are a team of ten highly competent financial advisers supported by a number of professional administration staff. Our combined financial service experience spans more than 170 years and together we hold 26 finance related tertiary qualifications including Diplomas, Bachelor Degrees, Graduate Diplomas, Masters and CFP programs.”

Our extended team included Morgans technical specialists, a corporate advice team and an award winning research team who are spread throughout Australia’s capital cities.

Specialties

All 15 specialties
  • Investment Advice
  • Financial Planning
  • Wealth Management
  • Stockbroking
  • Superannuation Advice
  • Corporate Advice
  • Self Managed Super Funds
  • Portfolio Adminstration
  • Retirement and Estate Planning
  • Personal Insurance
  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Options
  • Warrants
  • Aged Care

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUCorner of Short Stand Barracks Lane; Port Macquarie, NSW 2444Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

People & contacts

2 employee profiles on record · names withheld.

Counts only. No names are stored here, and none are served.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Morgans Port Macquarie?

The record holds 2 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Morgans Port Macquarie have offices?

One address on record, Australia only. Primary: Corner of Short Stand Barracks Lane, Port Macquarie, NSW 2444.

Has Morgans Port Macquarie raised funding?

None linked to this brand.

What does Morgans Port Macquarie list as its specialties?

15 tags on the brand's own list, among them wealth management, options and financial planning.

Which companies are listed alongside Morgans Port Macquarie?

Seven peer profiles on record: Sydney University Women in Engineering (SUWIE) and WizWealth Finance.

What is Morgans Port Macquarie's website?

morgans.com.au