About

  • You'll receive personalised service;
  • We help you achieve your lifestyle and financial goals;
  • Have access to our extensive network of professionals

About us

Morgan Wealth Management Group Pty Ltd was founded by Wayne Morgan in December 2002 to provide financial and investment advice to successful individuals with high incomes or high net worth.

The firm has its own Australian Financial Service Licence No. 234555 enabling it to advise and deal in a wide range of investments including deposits, ASX listed securities and managed funds.

The firm has a network of external professionals including:

  • accountants;
  • auditors;
  • banking relationship managers;
  • stockbrokers;
  • investment research houses;
  • lawyers specializing in family law;
  • superannuation and estate planning; and
  • actuarial specialists.

We work with them to provide you with innovative solutions to complex financial and personal arrangements.

Alternatively, we will work with your present professional advisers to achieve the optimum outcomes for you.

Working with you

We are driven by helping you to achieve your important goals.

Goals such as:

  • living in the home you want;
  • entertaining, relaxing and holidaying the way you want;
  • having the career you want;
  • raising and providing for your family the way you want to; and
  • being in control of your life and financial affairs.

Your success in achieving your goals is our success.

Our clients are at various stages in their lives but share the following traits and perspectives:

  • successful and goal driven;
  • intuitive and intelligent;
  • generally very busy with little time to waste;
  • varying degrees of financial and investment knowledge;
  • expect personalised service;
  • value long term relationships with their advisors; and
  • expect positive outcomes.

Our strategic approach

We develop your own unique financial strategy, integrating the financial aspects of your lifestyle to your capital and income.


Strategy Process


In so doing we draw upon:

  • indepth investment and economic research;
  • sophisticated mathematical modeling;
  • financial acumen; and
  • our extensive knowledge of the legislative and regulatory environments.

Alternatively, you may wish us to provide advice or services to meet one particular financial or investment need, whilst you retain your existing advisers in other areas.  In those circumstances, we will be pleased to liaise with your other professional advisers to assist you in achieving your overall financial goals.

Choosing us as your advisors

Engaging a financial advisor is a crucial decision. You are electing to give your personal details to an adviser you believe has the expertise to assist you to achieve your financial and lifestyle goals.

We offer client-focused services that integrate your lifestyle, taxation and investment needs to maximise your financial position.

We do this in an environment of highly ethical standards giving you security in the knowledge that confidentiality concerning your personal and financial information will be respected.

As the holder of an Australian Financial Services licence, we do not rely on any particular financial institution or dealer group to be able to advise you on your investments.  This enables us to avoid many conflicts of interest.

We are members of a number of important industry organisations including the Financial Planning Association, the Association of Superannuation Professionals, the Financial Services Institute of Australasia and the Committee for Economic Development of Australia.

About Wayne Morgan

Wayne Morgan BSc (Hons), GDipAppFin, FFin, AFP

Managing Director

Wayne Morgan has over 10 years experience in financial advice and wealth management.   He commenced his career in financial services as a Senior Adviser in 1996 before going on to establish Morgan Wealth Management Group in 2002.

Wayne also has extensive business and legal experience, having held the position of General Manager of a number of Melbourne’s largest law firms over a period spanning some 15 years.

Wayne holds a Bachelor of Science with First Class Honours from the University of Melbourne and a Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia.

Wayne is a fellow of the Financial Services Institute of Australasia and a member of the Financial Planning Association and the Superannuation Professionals’ Association of Australia.

He is also a trustee of the Committee for Economic Development of Australia, a member of the Australian Institute of International Affairs and a patron of the Melbourne Symphony Orchestra.