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Matthew Auger

Morgans Financial Ltd

Gold
24 Yrs Experience
Noosaville, QLD 4566

I provide advice based on informed analysis and prudent judgement. I look through the investment and economic cycle to build sustainable portfolios for investors.

As a director of the management company operating the Noosa office of Morgans, Matthew offers long term experience in the financial markets to clients looking for premium service and advice for investment portfolios comprising shares, property, bonds, hybrids and cash.

Investment Style

Matthew is a stockbroker who focuses on listed investments and works with his clients to establish long term portfolios to meet clients’ needs for risk, income, and growth. Matthew provides advice based on informed analysis and prudent judgement. He looks through investment and economic cycles to build sustainable portfolios for investors. Matthew works in conjunction with clients’ other professional advisors to achieve clients’ goals. Matthew publishes the Three O’Clock Report for the Morgans network and his clients.

Services and Specialties

Options and Warrants

Superannuation Advice

Stockbroking

Fixed Interest and Cash Management

Self-Managed Super Funds

Wealth Management

Qualifications and Professional Affiliations

Bachelor of Science

Diploma of Technical Analysis

Ethics and Professional Relationships

FASEA Financial Adviser Exam

Margin Lending Accreditation Program

Graduate Diploma of Applied Finance & Investment

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Superannuation

Derivatives Level 1

Generic

Managed Investments

Derivatives Level 2

Securities

Margin Lending

I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary and percentage of fees. As a shareholder of BRANBO PTY LTD, I may be entitled to a share of profits. As a Director of BRANBO PTY LTD, I will be entitled to a share of profits.

Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2001
  • Years of experience 24
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Morgans Financial Ltd

Suite 1, 46 Mary Street
Noosaville, QLD 4566

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410