RBS Morgans: Perth

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RBS Morgans: Perth  

Address: Level 20, 140 St Georges Tce, Perth, WA, 6000

Phone number: (08) 64621999

URL: http://www.rbsmorgans.com

Year Established: 1935

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Categories: Financial Planning Services | Stock Brokers | Superannuation and Annuity

About

RBS Morgans Limited, a Member Corporation of Australian Stock Exchange Limited, is one of Australia's largest retail stock broking and full service financial houses with 53 offices throughout Australia.

RBS Morgans provide a full spectrum of financial services including:

Managed Portfolio Service (Wealth+)
Personal, Retirement and Superannuation Financial Planning
Share-broking
Self Managed Superannuation Funds (SMSFs)
Estate Planning
Exchange Traded Options/Warrants
Margin Lending Facility
Cash Management Facility
Access to IPOs and Rights Issues

Specialties

Some of the services we offer include:

Investment portfolio management
Direct share investment and management local and international
Access to comprehensive company research, market commentary and regular newsletters
Portfolio structure and reviews, recommendations and monitoring
Access to new listings on the ASX
Margin lending and gearing strategies
Cash management and term deposits
Managed Portfolio Service designed to collect and record investment information on behalf of our clients. This service produces regular portfolio and taxation reports. For more information, see Wealth+ Managed Portfolio Service on our website
Self Managed Super Fund establishment and management
Superannuation and retirement planning and strategy
Life and income protection insurance
Managed funds - local and international

Service tags

Estate Planning Strategies | Financial Planning | Managed Portfolio | Retirement Planning | Risk Management | Self Managed Superannuation Funds | Stock Broking

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