About
Morgans Financial Limited in Warrnambool offers a locally managed approach to financial advice, investment, and wealth management. The team is made up of experienced advisers who work closely with clients to develop strategies that suit individual circumstances, whether you're just starting out or planning for retirement. Their office on Timor Street is known for its welcoming atmosphere and practical, down-to-earth service.
Clients can access a wide range of financial services, from building tailored share portfolios to navigating superannuation and personal insurance. Morgans Warrnambool stands out for its focus on personal relationships, ongoing support, and a commitment to helping locals make sense of complex financial decisions. The office is well regarded for its clear communication and ability to guide clients through all stages of their financial journey.
What Morgans Financial Limited - Warrnambool offers
- Personalised investment advice
- Stockbroking and share portfolio management
- Financial planning and wealth management
- Superannuation and SMSF advice
- Retirement and estate planning
- Personal insurance advice
- Fixed interest and cash management solutions
- Margin lending and gearing strategies
- Portfolio administration services
- Access to IPOs and capital raisings
What people say
Clients praise Morgans Financial Warrnambool for professional, proactive service with clear and timely communication. Reviewers mention informed advice on share portfolios, quick responses to enquiries, help with updating bank details, and practical guidance for buying. Several say they feel confident and well looked after, with some happy to refer friends.
Multiple reviewers highlighted Les for being knowledgeable, trustworthy and responsive, and for putting clients’ interests first. The supportive team culture also stands out, with people noting great service and an easy working relationship.
Why choose them
- Owner-managed office in central Warrnambool
- Experienced, credentialed advisers with local knowledge
- Access to Australian and international markets
- Award-winning research and up-to-date market insights
- Flexible, client-focused approach with ongoing support
- Online account access for portfolio monitoring
- Comprehensive SMSF administration options
- Convenient location with easy parking nearby
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Contact
- Phone
- 03 5559 1500
- Address
- 259 Timor St, Warrnambool VIC 3280
- Website
- morgans.com.au
Hours
- Monday9am – 5:30pm
- Tuesday9am – 5:30pm
- Wednesday9am – 5:30pm
- Thursday9am – 5:30pm
- Friday (today)9am – 5:30pm
- SaturdayClosed
- SundayClosed
Suggest an update
- 1 · Tell us
- 2 · We check
- 3 · Live