Morgans Financial Limited - Newcastle

I highly recommend Brendan Banks! He is easy to talk to, personable and genuinely cares for his clients! He’s a wealth of knowledge and provides an excellent service.

They charge a fee that appears high compared to do it yourself portfolios but we have found the returns to far out weigh the slightly higher fees. Our consultant, Brendan Banks, seems to be on top of things, proactive and is mindful of our preferred companies. Overall very satisfied with the service.

Have found Morgans very helpful, up to date, responsive to enquiries with Anthony Foy understanding personal situations especially transitioning to retirement. Comfortable and confident with this company.

Was treated like a leper when asking for financial documents as an executor. Brad Tuckerman sold some of my mums shares and refused to send copies of the financial documents that were listed in the Will concerning theses shares. Was extremely rude and unprofessional to grieving relatives that are trying to settle their late mothers estate. Looks like a court order from the Supreme Court will have to be issued. What a debacle! Totally unethical and unprofessional attitudes!