Tony Dennis

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AFIML MSAFAA GAICD

Authorised Representative: 000259126

Stockbroker

"Integrity, honesty, insight, pragmatism and a passion for the market, delivered with a touch of irreverence - that is what you get from me."

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.

Services and specialities

  • Investment Advice
  • Portfolio Administration
  • Self Managed Super Funds
  • Stockbroking
  • Warrants
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Postgraduate Certificate of Management, University of Western Sydney, 1996
  • Diploma of Financial Advising , SIA, 2002
  • DFP5v1 Tax for Financial Advising, KAPLAN, 2016
  • Company Directors Course, AICD, 2005
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2016
Professional Associations
  • Associate Fellow of the Australian Institute of Managers and Leaders (AFIML)
  • Graduate Member of the Australian Institute of Company Directors
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
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.