Company Description Morgans Financial Limited is Australia’s largest national full-service retail stockbroking and wealth management network, supporting over 240,000 client accounts through 500 authorised representatives and 950 employees. With offices across all states and territories, Morgans offers comprehensive services including stockbroking, wealth management, and corporate advice. Its capabilities span full-service trading, portfolio reviews, margin lending, and managed portfolio administration, as well as financial planning, superannuation and retirement planning, estate planning, and insurance solutions.

The firm also provides SMSF administration and a broad range of fixed-interest and income-focused investments. Morgans maintains solid standards around digital privacy, data protection, and respectful communication across its social media channels.

Role Description The Professional Year role at Morgans Financial Limited is a full-time, on-site position based in Brisbane, QLD. This role typically involves supporting advisers and stockbrokers with client service activities, including preparing documentation, assisting with portfolio reviews, and responding to client queries under appropriate supervision. The position includes day-to-day exposure to trading and settlement processes, administrative tasks related to wealth and financial planning services, and coordination of client meetings and communications.

The Professional





Year participant will help compile research materials, maintain accurate records in internal systems, and contribute to the smooth delivery of stockbroking and wealth management services. The role also supports learning and development through structured training, mentoring, and practical experience across various areas of Morgans’ business.

Qualifications

- Relevant tertiary qualifications or progress toward a degree in finance, commerce, economics, business, or a related discipline.
- Strong analytical and numeracy skills, with the ability to interpret financial information and investment data accurately.
- Effective written and verbal communication skills, with a focus on clear, professional client and internal stakeholder interactions.
- High attention to detail and strong organizational skills to manage documentation, compliance requirements, and multiple tasks.
- Proficiency with standard office software (e.g., Microsoft Excel, Word, PowerPoint) and ability to learn financial platforms and CRM systems.
- Demonstrated interest in financial markets, wealth management, and stockbroking, including an understanding of basic investment concepts.
- Ability to work collaboratively in a team environment, take initiative, and act ethically in line with professional and regulatory standards.
- Eligibility and willingness to undertake a Professional Year program as required by industry and regulatory frameworks.

📌 Professional Year (Brisbane)
🏢 Morgans Financial
📍 Brisbane