Lachlan McPhie
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
Stockbroking
Portfolio Administration
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Ethics and Professional Relationships
Diploma of Financial Planning
Accredited Derivatives Advisers Level 1
Accredited Derivatives Adviser Level Two
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Financial Planning
Life Insurance
Derivatives Level 2
Securities
Derivatives Level 1
Superannuation
Managed Investments
Margin Lending
Generic
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.
