Andrea Morgan

Private Client Advisor / Morgans Financial

Most Notable Role

Andrea Morgan has been involved in the financial services industry since 1986.

She started out at Town & Country Building Society and has worked for stockbrokers Porter Western, and subsequently Macquarie Financial Services who purchased Porter Western. Ms Morgan has been a private client advisor at Morgans Financial since February 2011 where she works with clients on long-term wealth creation, estate planning, risk management, retirement planning and portfolio management.

Lists and Charts

Roles

2023

Board Member

West Australian Ballet

2011

Private Client Advisor

Morgans Financial

2010

Strategic Advisory Board Member, Chair of Business & Industry Leaders WA

The Salvation Army

Year started and most recent title

Person Activity

	NEW ROLE: Board Member, West Australian Ballet	01 Sep 2023
	NEW ROLE: Private Client Advisor, Morgans Financial	13 Apr 2023

News Articles

Loading
Wednesday, 19 April, 2023 - 15:44
Ballet chair opens up on Scannella exit
Three weeks after WA Ballet announced the surprise departure of its popular artistic director, the company’s chair has revealed its board made the call to not renew his contract.

Next
Date

Previous
Date
TimelineJS
Ballet chair opens up on Scannella exit
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Jan.
March
April
May
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Nov.
Dec.
Jan.
Feb.
March
April
May
June
July
Aug.
Sept.
Oct.
Jan. 18
Jan. 19
Jan. 20
Jan. 21
Jan. 22
Jan. 23
Jan. 24
Jan. 25
Jan. 26
Jan. 27
Jan. 28
Jan. 29
Jan. 30
Jan. 31
Feb. 2
Feb. 3
Feb. 4
Feb. 5
Feb. 6
Feb. 7
Feb. 8
Feb. 9
Feb. 10
Feb. 11
Feb. 12
Feb. 13
Feb. 14
Feb. 15
Feb. 16
Feb. 17
Feb. 18
Feb. 19
Feb. 20
Feb. 21
Feb. 22
Feb. 23
Feb. 24
Feb. 25
Feb. 26
Feb. 27
Feb. 28
March 2
March 3
March 4
March 5
March 6
March 7
March 8
March 9
March 10
March 11
March 12
March 13
March 14
March 15
March 16
March 17
March 18
March 19
March 20
March 21
March 22
March 23
March 24
March 25
March 26
March 27
March 28
March 29
March 30
March 31
April 2
April 3
April 4
April 5
April 6
April 7
April 8
April 9
April 10
April 11
April 12
April 13
April 14
April 15
April 16
April 17
April 18
April 19
April 20
April 21
April 22
April 23
April 24
April 25
April 26
April 27
April 28
April 29
April 30
May 2
May 3
May 4
May 5
May 6
May 7
May 8
May 9
May 10
May 11
May 12
May 13
May 14
May 15
May 16
May 17
May 18
May 19
May 20
May 21
May 22
May 23
May 24
May 25
May 26
May 27
May 28
May 29
May 30
May 31
June 2
June 3
June 4
June 5
June 6
June 7
June 8
June 9
June 10
June 11
June 12
June 13
June 14
June 15
June 16
June 17
June 18
June 19
June 20
June 21
June 22
June 23
June 24
June 25
June 26
June 27
June 28
June 29
June 30
July 2
July 3
July 4
July 5
July 6
July 7
July 8
July 9
July 10
July 11
July 12
July 13
July 14
July 15
July 16
July 17
July 18
July 19

Related Information

Access to our data for Andrea Morgan is only available to paid subscribers with Data & Insights access.

Data & Insights is Western Australia's most accurate and comprehensive business listings and searchable database.

Andrea Morgan is linked to 6 organisations which are included in 4 lists - Arts & Cultural Organisations, Stockbrokers & Financial Advisers, Aged Care Providers and Charitable Organisations.

To see the data you will need to Subscribe.