A city skyline at night with a boat in the water.
Lachlan McPhie

Lachlan McPhie

Authorised representative number: 000259300

Branch Manager

Building relationships and working together to create a sound strategy for assisting my client achieve their financial goals.
Lachlan is the owner and Branch Manager of the Morgans Armidale office and brings over a decade of experience to creating wealth.

Investment Style

Lachlan develops a strategic approach in conjunction with the client, taking account of the clients' financial situation, knowledge, goals and risk tolerance. Investment selection is focused on analysing quality profitable businesses that have a solid management record.

Services and Specialties

Options and Warrants
Self-Managed Super Funds
Wealth Management
Portfolio Administration

Qualifications and Professional Affiliations

Margin Lending Accreditation Program
Ethics and Professional Relationships


Master Member of Stockbrokers and Investment Advisers Association (MSIAA)


Financial Planning
Life Insurance
Derivatives Level 2
Derivatives Level 1
Managed Investments
Margin Lending
I am employed by New England Investor Services Pty Ltd which operates the business of Morgans Financial Limited - Armidale. My employer remunerates me by way of salary and percentage of fees.