Jeff Oates Email and Phone Number

Jeff is Morgans Chief Operating Officer and is a Director of Morgans Financial Limited (AFSL 235410) (‘Morgans’), Morgans Holdings (Australia) Limited and its subsidiary companies, and Morgans (Hong Kong) Limited.Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.Jeff has board responsibility for Morgans Branch network along with the firm’s Finance, IT, Legal, HR, Marketing, Clearing & Settlement, Portfolio Administration and SMSF Administration functions. Prior to being appointed Chief Operating Officer, Jeff was Morgans Chief Financial Officer for 12 years to August 2022.Qualifications and Professional AffiliationsBachelor of Economics, Australian National UniversityMember, Chartered Accountants Australia & New ZealandGraduate, Australian Institute of Company DirectorsMaster Practitioner Member, Stockbrokers and Investment Advisers AssociationCurrent role Chief Operating OfficerMorgans Financial Limited September 2022 to present Director, Morgans Holdings (Australia) Limited & subsidiary companies including:• Morgans Holdings (Australia) Limitedo 440 staff• Morgans Financial Limitedo 540 advisers across 60 locations• Morgans (Hong Kong) LimitedResponsible Manager, ASX Previous roles Chief Financial Officer & Company SecretaryMorgans Holdings (Australia) Limited and subsidiary companiesMorgans Financial Limited August 2010 to August 2022 Responsible Manager, ASXMember, ASX Clear Risk Consultative Committee Operations Manager, Wealth+ Portfolio Administration Service February 2010 to August 2010 Associate Director, Advisory KPMG 2007 to February 2010