Alexandra Burridge

Morgans Financial Ltd

14 Yrs Experience
Adelaide, SA 5000

Based in Adelaide, with clients throughout Australia and offshore,

I specialise in designing and managing large ($500k - $50mil) tailor-made diversified investment portfolios for


~Self Managed Super Funds

~Retail Super fund portfolios

~Family Trusts

~Testamentary Trusts

~ Charities and Not for profit organisations

I pay particular attention to risk settings to ensure portfolios are suited to my clients needs and risk tolerance.

Service, guidance, and investor education are paramount in the long term partnership I form with clients.

Share market investing has been my passion for many decades, and is central to my offering.

My other services include: Set up and administration of SMSFs, Life insurance, Margin lending facilities, Fixed interest, Options and Warrants, Floats, and Access to capital raisings.

Feel free to contact me if you have a large portfolio that needs the care and attention, the daily oversight, the expertise, and the strategic advice that I offer to my extended family of clients.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.89
  • Number of reviews 25
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualifications
    • Graduate Diploma of Oenology (Winemaking)
    • Graduate Diploma of Business
  • Language spoken
    • English

Morgans Financial Ltd

Level 1, 70 Hindmarsh Square
Adelaide, SA 5000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410