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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
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Derivatives Level 3
Financial Planning
Tax (financial) Adviser
Direct International Equities Trading Adviser
Life Insurance
FASEA Financial Adviser Exam
Derivatives Level 2
Securities
Derivatives Level 1
Superannuation
Managed Investments
ASIC Financial Advisers Register
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.
