Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
Stockbroking | Wealth Management | Corporate Advice
Morgans is one of Australia's largest national full-service retail stockbroking and wealth management network with 240,000+ client accounts, 500+ authorised representatives and 1,000+ employees operating from offices in all states and territories.
The services offered by the group are extensive and include the following:
- Full service stockbroking including exchange traded options and warrants.
- Investment portfolio reviews.
- Margin lending facilities.
- Nominee, custodial and administration management through our Managed Portfolio Service (wealth+).
- Equity raisings such as Initial Public Offers, sub- underwriting and sophisticated investor offers.
- Financial planning services comprising personal financial planning, retirement and superannuation planning, estate planning, and personal and life insurance.
- SMSF administration.
- A full range of fixed interest and income focused investment opportunities.
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You can read more about our commitment to digital privacy and data protection at https://www.morgans.com.au/terms-of-use/social-media-policy.
The Prosperity Advisers Group delivers a portfolio of chartered accounting and wealth management services to a range of clients, throughout Australia and worldwide. With over 20 years of successful operation, Prosperity has the technical expertise.