Anthony Mackenzie

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

Wealth Management

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Stockbroking

Self-Managed Super Funds

Industry Experience

Sectors Covered

Anthony Mackenzie's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma in Applied Finance and Investment

Ethics and Professional Relationships

Bachelor of Commerce (Banking & Finance)

Associations

Canberra Business Council

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Generic

Managed Investments

Margin Lending

Securities

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.

I am a partner of the Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me as your adviser by way of salary. As a shareholder of the Morgans Canberra Partnership, I may be entitled to a share of profits. As a partner of the Morgans Canberra Partnership, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.