Stuart Mackenzie
Investment Adviser
I consider your needs as a whole and aim to provide comprehensive advice based on informed analysis, prudent judgement and diligent effort.
Stuart has been in the financial services industry since 2005, commencing initially in administration and DTR roles with the Commonwealth Bank in Sydney before moving to the Gold Coast in 2007 as an Investment Adviser with Stonebridge. Stuart also spent time in the private wealth recruitment industry in the US from 2013 to 2014.
Investment Style
Stuart focuses on long-term portfolio management but actively seeks to exploit short-term opportunities in equities, derivatives and other asset classes. His investment advice is based on a full and complete understanding of each client and their particular needs. He incorporates such issues as risk profiling and asset allocation in order to generate tax effective income and growth for his clients.
Services and Specialties
Portfolio Administration
Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Bachelor of Commerce and Management (Finance)
Bachelor of Commerce (2nd Hons)
RG146
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 2
Generic
Securities
Margin Lending
Superannuation
Derivatives Level 1
Managed Investments
I am employed by Rawene Pty Ltd which operates the business of Morgans Financial Limited - Gold Coast. My employer remunerates me by way of percentage of fees. As a shareholder of Rawene Pty Ltd, I may be entitled to a share of profits.
