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Lachlan McPhie

Authorised Representative: 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.

Services and specialities

  • Options and Warrants
  • Portfolio Administration
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Margin Lending Accreditation Program, Deakin Prime, 2010
Professional Associations
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by New England Investor Services Pty Ltd which operates the business of Morgans Financial Limited - Armidale. My employer remunerates me as your adviser by way of salary and percentage of fees.