Morgans Chalk Capital

Morgans Chalk Capital Stockbroking | Wealth Management | Corporate Finance The Morgans Toowoomba office was established in 1988.

It is part of one of Australia's largest privately owned stockbroking firms and has been locally owned by its management and staff who have worked day-to-day in the business since 1991. Because our office is locally owner managed, we believe this differentiates us from many other stockbroking and financial planning groups, adding another level of commitment, focus and motivation to our role as you

r adviser. Our origins began in stockbroking, and our experienced advisers are attuned to the markets and its various cycles. The success of the Toowoomba office has been driven by the tailored and individualised nature of our service to our clients. Relationships with our clients are long term and are based on trust and transparency.

Race day ready! A few members of the team headed to the Glennie Race Day over the weekend, supporting The Glennie School...
13/05/2026

Race day ready!

A few members of the team headed to the Glennie Race Day over the weekend, supporting The Glennie School and Glennie School Foundation - with proceeds to go towards The Glennie School's Cricket Infrastructure Project, helping build nine new cricket nets and a multi-purpose training area to give young women the chance to chase their dreams on the world stage.

What a brilliant day out!

This morning, Phil attended the 32nd Toowoomba Mayoral Prayer Breakfast at Rumours International - one of the region's m...
12/05/2026

This morning, Phil attended the 32nd Toowoomba Mayoral Prayer Breakfast at Rumours International - one of the region's most cherished annual community events.

This year's guest speaker was Reverend Stu Cameron, CEO and Superintendent of Wesley Mission, whose incredible work across housing, mental health, su***de prevention, aged care, and community services has impacted the lives of over 139,000 people in the past year alone.

Proceeds from the breakfast will be donated to the Toowoomba Hospice and the Toowoomba PCYC's Youth and Community Programs, two causes making a real difference right here in our community.

It was a morning of inspiration, purpose, and connection. Phil is proud to be part of a community that shows up for one another.

06/05/2026

Tom and Alex are back with the April Market Recap

The US is showing signs of recovery, and while domestically things are a little softer, the direction is still up.

Markets have pushed forward — and the message from the guys is clear: stay opportunistic, stay invested for the long term.

Tom just wrapped up this morning's finance segment with David Iliffe on ABC Southern Queensland 747AM — coffee in hand a...
04/05/2026

Tom just wrapped up this morning's finance segment with David Iliffe on ABC Southern Queensland 747AM — coffee in hand and markets covered before most people are out of bed!

If you missed it, tune in for the rest of the week — Tom's joining David each morning around 7:40am on 747AM Toowoomba to break down what's been happening in the markets overnight.

If anything sparks a question, flick Tom a message — always happy to have a chat!

29/04/2026

It's earnings season and this week doesn't disappoint.

Visa is already turning heads with 17% net revenue growth — the best they've seen since 2022. Tonight the big tech giants step up: Microsoft, Alphabet, Meta and Amazon, collectively spending over $600 billion on AI. Then Friday, all eyes turn to oil with Exxon and Chevron reporting for the first time since the Iran conflict began.

Boh and Alex have the full rundown

27/04/2026

Tom and Boh headed out to Jandowae last week to sit down with some clients and work through the big stuff - retirement timelines, pension commencements, investment strategies and broader asset allocation.

That's what regional advice looks like - showing up where our clients are and helping them build a clear plan for whats next.

22/04/2026

Do you want to purchase a new car and still be a savvy long-term investor?

In this video, Boh and Tom walk through a real client scenario, sharing how we look at major lifestyle decisions from a holistic perspective. By understanding a client's goals, risks and overall financial position, we help make both short-term priorities and long-term objectioves work together - not against eachother.

Book a conversation with our team and get your plan working for you.

20/04/2026

Capital Gains Tax is suddenly back in the spotlight - but what does it actually mean for you?

Phil and Alex break down what CGT is, why it's being talked about more right now, what potential changes could look like, and where to get the right advice if you're unsure how it could impact you.

Watch now to understand the basics before making any decisions.

02/04/2026

Alex and Tom return with our March Market Recap, reflecting on a softer month for markets and the key themes influencing investor sentiment.

They discuss how broader economic and global factors shaped market conditions and what to watch going forward.

31/03/2026

When markets fall in to correction territory, emotions run high.

Tom and Boh unpack why downturns feel so uncomfortable, how loss aversion drives our instincts, and what data tells us about staying invested.

Your brain might say sell.
History overwhelmingly says stay the course.

Address

142 Campbell Street
Toowoomba City, QLD
4350

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61746391277

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