Tony Dennis

Tony joined Morgans in 2000 and was a Director of Morgans and Head of the Brisbane Dealing Room from 2008 - 2019, in addition to actively managing his personal clients' portfolios. He now concentrates fully on managing his clients portfolios.

Investment Style

Tony provides his clients with a full range of investment services, while specialising in broad ranging, free thinking portfolio management. He specialises in in-depth analysis of companies, sectors & investments thematics and combines this with a down-to-earth common-sense approach to investing. His preference is for long-term relationships with clients who are interested in active management of their portfolio.

Services and Specialties

Wealth Management

Stockbroking

Portfolio Administration

Self-Managed Super Funds

Warrants

Investment Advice

Industry Experience

Sectors Covered

Tony Dennis's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Company Directors Course

DFP5v1 Tax for Financial Advising

Diploma of Financial Advising

Postgraduate Certificate of Management

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Securities

Superannuation

Derivatives Level 1

Derivatives Level 2

Financial Planning

Generic

Managed Investments

Margin Lending

I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me by way of salary. As a shareholder of New Quattro Pty Ltd T/A, I may be entitled to a share of profits. As a Director of New Quattro Pty Ltd T/A, I will be entitled to a share of profits.

I am a Director of New Quattro Pty Ltd which operates the business of Morgans Financial Limited - Newstead. New Quattro Pty Ltd remunerates me as a director by way of salary. As a Shareholder of New Quattro Pty Ltd, I will be entitled to a share of profits.

TONY'S DISCLAIMER: These comments are general only. You should personally discuss them with me to make sure they apply to you. My views and advice are often different to that of Morgans published research. I make my living by getting a cut of the brokerage you pay. I am not always right.