Andrea Morgan

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Andrea Morgan
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

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