Andrea Morgan
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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.
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
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 |
