Our History


Morgan Wealth Management Group was established in 2002 by Wayne Morgan, the company’s Managing Director and Principal Wealth Advisor. Wayne had previously worked within the financial industry and was driven by his particular interest in direct investment advice, low cost brokerage and open markets. Through his strong belief that financial planning would become the new profession, he wanted to focus on individual stocks which would provide better returns for clients rather than through fund managers and decided to create his own company.

Prior to commencing practice in financial services, Wayne was a General Manager of a number of Melbourne’s pre-eminent legal firms.

Today, the Morgan Wealth Management Group advises on all aspects of wealth management, including investment and taxation optimisation, superannuation (with particular expertise in Self-Managed Super Funds; SMSFs), and deals in a wide range of investments including listed Australian and international shares and ETFs, floating rate income securities, property securities, together with a select few managed funds.

We work with a small network of other professionals, particularly accountants and lawyers, to deliver innovative solutions to complex financial and personal arrangements and will, likewise, work closely with your current professional advisers should you prefer so.