Morgans Financial Limited Warrnambool

26/06/2026

We were pleased to be involved in this week’s Brauer Trades Taster Program alongside the team from Sinclair Wilson Accountants & Business Advisors.

Adam enjoyed speaking with the year 9 students from Brauer College about the diverse career opportunities available in financial services, including wealth management and stockbroking. It was a great opportunity to discuss study pathways, career experiences and the many different directions a career can take.

Thank you to South West TAFE, the Neil Porter Legacy, Brauer College and Sinclair Wilson. We hope the students left feeling inspired about the opportunities that lie ahead.

Yesterday, Sinclair Wilson had the privilege of welcoming a group of Year 9 students from Brauer College as part of the Brauer Trades Taster Program, coordinated by South West TAFE with support from the Neil Porter Legacy.

The students spent time with Jeremy, Alex, Adam and Kirsty learning about the diverse career opportunities available in financial services, accounting, wealth management and stockbroking. They also enjoyed a behind-the-scenes tour of the office and the chance to ask questions about study pathways, career journeys and life in the industry.

One of the strongest messages shared today was:
"Don't be afraid to fail. Some of life's biggest lessons come from setbacks, and every experience helps shape your future."

Students also heard the importance of finding work you genuinely enjoy. Careers are long journeys, and there are always opportunities to learn, grow and change direction along the way.

A big thank you to the students and teachers from Brauer College for visiting us today. We hope the experience provided valuable insight into the many pathways available after school.

Neil Porter Legacy
South West TAFE

02/06/2026

Is 100% Australian Equities Still the Right Strategy in Retirement?

For many Australian retirees, particularly SMSF trustees, a portfolio built around direct Australian equities has been the cornerstone of wealth creation for decades. Blue-chip stocks, reliable dividends, franking credit refunds, and the familiarity of household-name companies have made it a formula that's hard to argue with.

And to be clear: it's worked. Australian equities have delivered strong long-term returns, and for investors who've held quality companies through multiple cycles, the results speak for themselves.

But retirement isn't a single financial stage, it's a sequence of them. And the strategy that built the wealth isn't always the same one best suited to sustaining it.

Read the full article: https://morgans.com.au/news/is-all-equities-the-right-retirement-strategy

Is 100% Australian shares still right for your SMSF in retirement? Explore sequencing risk, franking credits and diversification with Morgans Warrnambool.

21/12/2025

Yesterday’s Leila Rose Foundation Arvo on the Greens was a hit! Great swings, great company and all for a truly great cause. ⛳️🏌️‍♂️

The rain tried its best, but nothing could dampen the spirit of this well organised event. ☔️

04/12/2025

Adam getting into the swing of things for The Leila Rose Foundation - Arvo on the Greens ⛳️

We’re proud to be sponsoring this local fundraiser supporting families and children affected by rare childhood cancer.

Chris and Adam will be teeing off on the 21st of December at the Warrnambool Golf Club. 🏌️‍♂️

09/09/2025

Last week at the Morgans Adviser Conference dinner, we were proud to celebrate the incredible tenure across our network and recognise the contribution of many Morgans colleagues from 20+ years.

As John Tuckerman, from our Newcastle branch said after collecting his award for 35 years, “Morgans is a people’s business and it’s the quality of our people that makes the difference and that is quite unique in this industry.”

On behalf of Morgans, congratulations to all award recipients and thank you for the remarkable contributions you continue to make.
We remain committed to helping clients achieve their financial goals – just as we have for over 40 years.

🏆20 Years of Service:
James Macaulay, Ben Hollis, Grant Brown, Jodie Moore, Justin Sharples, KRISTEN TAYLOR, Mark Olivetta, Narelle Luke, Tony Miller, Ben Hatcher, Carolyn Sanderson, Jon Dobson, Mark Gross, Rosina, Centrih

🏆25 Years of Service:
Denise Dryden, Gabrielle Chisholm, Tracey Moecker, Tony Milford, Michael Foster, Lachlan McPhie, Tony Dennis

🏆30 Years of Service:
Matthew Flanagan, Simon Reed

🏆35 Years of Service:
John Tuckerman

08/09/2025

The 2025 Morgans Adviser Conference brought together advisers from across the country on 4 and 5 September at the W Brisbane. With the theme "Expanding Your Horizons", delegates enjoyed two days of engaging and thought-provoking sessions covering global markets, the financial advice landscape, AI, marketing, technology and strategies for building stronger businesses.

Highlights included keynote presentations from Jonathan Pain and Adam Franklin, who shared captivating insights that sparked fresh ideas and conversation.

Thank you to our sponsors for being part of this year’s conference and for your continued support:

Acclaim Wealth, ANZ, AORIS, ASX, Betashares, CBA Geared Investments, Cboe Global Markets, DDH Graham Limited, Dimensional Fund Advisors, FNZ, HUB24 Limited, L1 Capital, Lazard Asset Management, Perpetual Limited, PIMCO, Praemium, Schroders, VanEck, Challenger, Citi, Global X ETFs, J.P.Morgan Asset Management, Pengana Capital Group, Plato Investment Management, Talaria Capital, Vanguard, MA Financial Group, Magellan Investment Partners, Morningstar, and Natixis Investment Managers.

04/09/2025

Here’s what’s moving the markets and shaping investor sentiment 📊

💼 Stay ahead with Morgans.

03/08/2025

Sheepvention 2025 🐑🌾 Day 2 ready, come and say hello!

📍Find us at site 504

03/08/2025

Sheepvention 2025 🐑🌾
📍Find us at site 504 and chat with Chris about your investment needs

07/03/2025

With the February 2025 reporting season now concluded, Andrew Tang, Enquiry Strategist provides a recap of the key market trends and insights that shaped the month.

For full access to our award-winning research, visit: https://morgans.com.au/research/reporting-season