Morgans Mackay

Morgans Mackay Welcome to the Morgans - Mackay page. Please contact us to speak to one of our experienced planners in relation to your financial needs.

The Mackay office of Morgans was established in 1985 with a commitment to delivering excellence in financial advice to clients. Our office is owner-managed, bringing a level of commitment, focus and motivation not often found in large financial planning groups. With over 50 years combined experience in the financial services industry, the team at Mackay aims to meet your financial needs with the b

acking from one of Australia's largest investment organisations. Our success has been driven by developing personalised investment strategies that meet your financial requirements, both now and into the future. For high-quality and personalised investment advice please contact us.

Last week at the Morgans Adviser Conference dinner, we were proud to celebrate the incredible tenure across our network ...
09/09/2025

Last week at the Morgans Adviser Conference dinner, we were proud to celebrate the incredible tenure across our network and recognise the contribution of many Morgans colleagues from 20+ years.

As John Tuckerman, from our Newcastle branch said after collecting his award for 35 years, “Morgans is a people’s business and it’s the quality of our people that makes the difference and that is quite unique in this industry.”

On behalf of Morgans, congratulations to all award recipients and thank you for the remarkable contributions you continue to make.
We remain committed to helping clients achieve their financial goals – just as we have for over 40 years.

🏆20 Years of Service:
James Macaulay, Ben Hollis, Grant Brown, Jodie Moore, Justin Sharples, KRISTEN TAYLOR, Mark Olivetta, Narelle Luke, Tony Miller, Ben Hatcher, Carolyn Sanderson, Jon Dobson, Mark Gross, Rosina, Centrih

🏆25 Years of Service:
Denise Dryden, Gabrielle Chisholm, Tracey Moecker, Tony Milford, Michael Foster, Lachlan McPhie, Tony Dennis

🏆30 Years of Service:
Matthew Flanagan, Simon Reed

🏆35 Years of Service:
John Tuckerman

The 2025 Morgans Adviser Conference brought together advisers from across the country on 4 and 5 September at the W Bris...
08/09/2025

The 2025 Morgans Adviser Conference brought together advisers from across the country on 4 and 5 September at the W Brisbane. With the theme "Expanding Your Horizons", delegates enjoyed two days of engaging and thought-provoking sessions covering global markets, the financial advice landscape, AI, marketing, technology and strategies for building stronger businesses.

Highlights included keynote presentations from Jonathan Pain and Adam Franklin, who shared captivating insights that sparked fresh ideas and conversation.

Thank you to our sponsors for being part of this year’s conference and for your continued support:

Acclaim Wealth, ANZ, AORIS, ASX, Betashares, CBA Geared Investments, Cboe Global Markets, DDH Graham Limited, Dimensional Fund Advisors, FNZ, HUB24 Limited, L1 Capital, Lazard Asset Management, Perpetual Limited, PIMCO, Praemium, Schroders, VanEck, Challenger, Citi, Global X ETFs, J.P.Morgan Asset Management, Pengana Capital Group, Plato Investment Management, Talaria Capital, Vanguard, MA Financial Group, Magellan Investment Partners, Morningstar, and Natixis Investment Managers.

07/03/2025

With the February 2025 reporting season now concluded, Andrew Tang, Enquiry Strategist provides a recap of the key market trends and insights that shaped the month.

For full access to our award-winning research, visit: https://morgans.com.au/research/reporting-season

This International Women’s Day, we celebrate the incredible women of Morgans who are leading, innovating, and shaping th...
06/03/2025

This International Women’s Day, we celebrate the incredible women of Morgans who are leading, innovating, and shaping the future of finance. From investment advisers to research analysts, office coordinators, IT specialists and our Head of Compliance, their talent and leadership are instrumental in driving our success.

On this International Women’s Day, we together, supporting equality, inclusion, and the next generation of women in finance. Join us in celebrating the talented women across Morgans. 💜 |

Reporting Season - February 2025Key Results 📊Today, several key companies have shared their results, offering valuable i...
19/02/2025

Reporting Season - February 2025
Key Results 📊

Today, several key companies have shared their results, offering valuable insights into the current market landscape. Highlights include Corporate Travel Management (CTD), Data #3 (DTL), Rio Tinto (RIO), Step One (STEP), and The Lottery Corporation (TLC).

For full access to our award-winning research and a detailed look at more reporting season content, talk to a Morgans Adviser today: https://morgans.com.au/research/reporting-season

The Month Ahead - Key CallsLovisa (ASX:LOV) 💍Rating: ADD 📈Lovisa is set for continued double-digit earnings growth, driv...
18/02/2025

The Month Ahead - Key Calls
Lovisa (ASX:LOV) 💍
Rating: ADD 📈

Lovisa is set for continued double-digit earnings growth, driven by organic expansion and higher gross margins. Despite a slower pace of store openings in 1H25, with 39 new stores forecasted, the long-term outlook remains positive.

For full access to our award-winning research, talk to a Morgans Adviser today: https://morgans.com.au/research/reporting-season

Reporting Season - February 2025 Key Updates 📊After a busy day in the Reporting Season calendar, Morgans research team h...
18/02/2025

Reporting Season - February 2025
Key Updates 📊

After a busy day in the Reporting Season calendar, Morgans research team have shared some of their insights on ARB, BBN, BHP, HUB and JDO.

For full access to our award-winning research, talk to a Morgans Adviser today: https://morgans.com.au/research/reporting-season

RBA cuts interest rates by 25 basis points to 4.1% 💰🏦For the first time since November 2020, the RBA has made the decisi...
18/02/2025

RBA cuts interest rates by 25 basis points to 4.1% 💰🏦

For the first time since November 2020, the RBA has made the decision to cut interest rates. The official cash rate has sat at an elevated 4.35% since November 2023 during a period of high inflation and fast-rising living costs.

The Month Ahead - Key CallsSuperloop (ASX:SLC) 🌐Rating: ADD 📈SLC has forecast FY25 underlying EBITDA between $83-88 mill...
17/02/2025

The Month Ahead - Key Calls
Superloop (ASX:SLC) 🌐
Rating: ADD 📈

SLC has forecast FY25 underlying EBITDA between $83-88 million, with $35.8 million expected in 1H25, accounting for 41% of the full-year total (similar to 1H24's 42%). While there is potential for upside in FY25, one-off expenses of $5.5 million in 1H25 may affect cash flow, along with a minor reduction in net debt compared to the previous half.

To gain access to our award-winning research, talk to a Morgans Adviser: https://morgans.com.au/research/reporting-season

Computershare (ASX:CPU)Rating: HOLD 📊CPU’s 1H25 Management EPS (US65.3cps) was +19% on the p*p and 6% above Factset cons...
14/02/2025

Computershare (ASX:CPU)
Rating: HOLD 📊

CPU’s 1H25 Management EPS (US65.3cps) was +19% on the p*p and 6% above Factset consensus (A62cps). FY25 EPS growth guidance has been lifted to +15% on the p*p (previously +7.5% growth) with the key drivers here being; higher than expected EBIT ex Margin income, the impacts of CPU’s buyback and a lower tax expense. All core businesses delivered revenue growth, earnings improvement and margin expansion. CPU’s 1H25 leverage ratio of 0.39x is well below its target level of 1.75x-2.25x. Overall this looks a strong result on first glance.

For more Reporting Season insights and access to our award-winning research, visit the Morgans website: https://morgans.com.au/research/reporting-season

Address

47 Sydney Street
Mackay, QLD
4740

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+61749573033

Website

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