Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.
As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the community.
For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.
This page shares information and stories about wellbeing. We encourage you to comment, respond and interact with us, but remember this page is a safe and welcome place.
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Stockbroking | Wealth Management | Corporate Advice
Morgans is Australia's largest national full-service retail stockbroking and wealth management network with over 240,000 client accounts, 500 authorised representatives and 950 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.