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

Article Timeline

Related Information

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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.

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