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Anthony Mackenzie

Anthony Mackenzie

BCom(Banking and Finance) GradDipAppFin MSAFAA
Authorised representative number: 000259127

Senior Investment Adviser/Partner

I provide experienced and tailored investment advice with proactive service that meets the long term goals and objectives of my clients.
Anthony has been a private client adviser since 1998 and he is a partner and equities manager for Morgans Canberra. He holds a Bachelor of Commerce (Banking and Finance) and has completed a Graduate Diploma in Applied Finance (Securities Institute). Anthony specialises in self managed super fund portfolio management/administration and individual portfolios for clients.

Investment Style

Working within a team of advisers, Anthony's role is to provide investment strategy and portfolio construction as part of a detailed financial plan. Anthony's academic experience combined with a broad understanding of the financial markets provides a strong platform to serve the investment needs of Morgans Canberra clients.

Services and Specialties

Self-Managed Super Funds
Fixed Interest and Cash Management
Wealth Management
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Graduate Diploma in Applied Finance and Investment
Ethics and Professional Relationships
Bachelor of Commerce (Banking & Finance)


Canberra Business Council
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)


Managed Investments
Margin Lending
I am a partner of Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. As a Partner of Morgans Canberra Partnership, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.