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Anthony Mackenzie
BCom(Banking and Finance) GradDipAppFin MSAFAA
Senior Investment Adviser/Partner
I provide experienced and tailored investment advice with proactive service that meets the long term goals and objectives of my clients.
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
Self-Managed Super Funds
Fixed Interest and Cash Management
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
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
Managed Investments
Securities
Generic
Tax (financial) Adviser
FASEA Financial Adviser Exam
Margin Lending
Direct International Equities Trading Adviser
ASIC Financial Advisers Register
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.
