Stephen Gulbrandson

Morgans Financial Ltd

12 Yrs Experience
Milton, QLD 4064

I have been in Financial Services since I graduated from university in 2006 and have provided qualified financial advice since 2010. My professional mission as a Financial Advisor is to provide my clients with advice that helps them achieve their financial goal and ultimately improve their lifestyle.

I do this by way of firstly understanding their situation, what is important to them, and how we can use their current resources to help align these factors.

It is important to understand that financial advice encompasses many areas but my key specialties are in Superannuation and Retirement Planning, which I use to help my clients retire when best suits them rather than when they thought they had to. This includes planning for early retirement through investment advice and legislative strategy.

I also do planning in Aged Care which includes residential aged care planning, and home care. In addition I provide advice in Self Managed Super Fund management, stock broking, advice on financial products, and budgeting and cashflow.

All planning is done through a Financial Plan that is scoped to meet your needs and objectives


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

The initial appointment is at no cost to the client as this is an opportunity to understand what the situation is and how we as financial advisers can help. Should we agree to complete a plan the cost will depend on the complexity of the offering. A simple plan my range from $1,100 and a more detailed plan may increase from $2,200. Our ongoing management of investments begins at 0.66%.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Morgans Financial Ltd

Level 4, 40 McDougall St
Milton, QLD 4064

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410