18 Feb 2019

AMA Queensland is pleased to announce an exciting new partnership with Morgans, Australia's largest national full-service retail stockbroking and wealth management firm.

With 60 offices nationally, and 20 offices located around Queensland, Morgans can offer you all the financial planning and investment advice you need to achieve your investment goals.

Morgans has been advising clients in the medical profession on:

  • QSuper defined benefit and accumulation superannuation accounts
  • Comparisons with all superannuation funds, including SMSFs
  • Shares and managed investments in Australia and internationally
  • Initial Public Offerings (floats)
  • Tax effective investing across all asset classes
  • Retirement planning strategies

Morgans will put you in touch with one of their experienced advisers in your local area. Please email financial.benefits@morgans.com.au or call 1300 959 186 to arrange an appointment or to make an enquiry.

Member Offer 1

As an AMA Queensland member, Morgans provides initial consultations at no cost.

Members can also access copies of Morgans' Investment Watch and Your Wealth publications at no charge. Email financial.benefits@morgans.com.au for your copy. 

Member Offer 2

Refer your patients to specialist aged care advisers

Morgans also provides an aged care advice service to make aged care financial advice accessible and affordable for all Queenslanders and help them choose the best option for their loved ones.

As an AMA Queensland member, your referred patients can access a 30 minute general advice phone consultation at no cost and low fees for personal advice. For further information, you can call 1800 807 223 or email aged.care@morgans.com.au.

We encourage our members to take advantage of these offers and find out how Morgans can help you achieve your investment goals and support you in assisting your patients.

 


Published: 18 Feb 2019