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Who is RBS Morgans Carlton?

Who is RBS Morgans Carlton?. Australia’s Largest Broker: HQ based in Brisbane, QLD. Key RBS Morgans retail network statistics 520 specialist client advisors Over 60 offices, locations in every State and Territory across Australia Offices cover 90% of the Australian population

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Who is RBS Morgans Carlton?

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  1. Who is RBS Morgans Carlton?

  2. Australia’s Largest Broker: HQ based in Brisbane, QLD Key RBS Morgans retail network statistics • 520 specialist client advisors • Over 60 offices, locations in every State and Territory across Australia • Offices cover 90% of the Australian population • Largest broker in Australia by a substantial margin

  3. Our focus • Private Client Stockbroking • Australia’s largest private client stockbroking & wealth management network with 53 branches and 483 advisers across all States and Territories • Corporate Finance • No 1 small and mid cap corporate finance house for the past five years • IPOs, Rights Issues, Seed Capital, Underwriting • Wealth Management • Financial Planning, Superannuation, Risk/Insurance • Institutional Sales Team • Specialist small and mid cap team with direct access to Australia’s leading fund managers • Research • Leaders in small and mid cap company research

  4. Awards Wall Street Journal Australia’s Number 1 Stock Picker 2013 Australian Financial Review's Smart Investor Blue Ribbon Awards 2013 Full Service Broker of the Year East Coles’ 2013 SMH AGE Equities Markets Research No. 1 Ranked Small & Mid Caps Research Team (Non-Bank Owned) No. 1 Ranked Small & Mid Caps Dealing Team (All Houses) Top 3 Rated Small & Mid Caps Dealer – Matt Ryan (All Houses) 8 Rated Small & Mid Cap Research Analysts 4

  5. + Morgans & CIMB – a new & powerful strategic alliance • On 1 June 2013 the CIMB / Morgans strategic alliance took effect covering research and cooperation on corporate advisory and capital markets work in Australia • Under the alliance, CIMB and Morgans will also work collaboratively to manage equity capital markets (ECM) mandates, and leverage the retail and institutional distribution platforms of CIMB and Morgans, in Australia, Asia and the rest of the world • The strategic alliance creates a powerful network through Australia, the emerging ASEAN region and the traditional powerful financial market centres – US, UK & Europe

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