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About Us

Privately Owned & Trusted

A Private Wealth Experience

Mackay Private is an award-winning wealth management firm, privately owned and renowned for providing personalised advice services.

We are dedicated to serving the intricate financial needs of high-net-worth individuals, families, and purpose-driven organisations. We achieve this through our extensive network of diverse specialists, ensuring bespoke investment and strategic advisory services tailored to each client’s unique requirements.

Our commitment to delivering outstanding client experiences and results was recognised at the 2022 IFA Excellence Awards when Mackay Private was named a finalist for ‘Self-Licensed Firm of the Year’ and the winner of ‘Best Client Outcome of the Year’.

For a confidential discussion about our services, please contact us on 1300 388 568 or via email at [email protected]

Our Values

Accountability

We deliver the results our clients expect and deserve.

Care

We genuinely care about our clients and value the relationships we have built over the years. Our success is gauged on our clients’ success and happiness.

Education

We have a responsibility to the profession and our clients to maintain a high level of knowledge and skill. All the Advisers within Mackay Private have achieved or are in the process of achieving the CERTIFIED FINANCIAL PLANNER® designation. This designation is the highest global standard for Financial Planners.

Integrity

In each interaction and dealing, we act with the highest integrity. Our culture was built around honesty, transparency and strong moral principles.

Professionalism

We understand the importance of a professional relationship, upholding our fiduciary duty and obligations for objectivity, confidentiality and privacy.

Principal Advisers

Principal advisers, Sam & Will Mackay, share over 25 years of industry experience which has given them a genuine and market leading perspective on managing wealth. Sam and Will are advocates for higher education and ethical standards within the financial advice industry. All Advisers at Mackay Private have the globally recognised CERTIFIED FINANCIAL PLANNER® designation and achieved the Ethical and Professionalism certification. The program is the highest designation in financial planning, coupled with a commitment to the highest ethical standards, setting CFP® professionals apart from the rest.

Sam Mackay - Director

Education: CERTIFIED FINANCIAL PLANNER®, Bachelor of Business (Finance, Funds Management extension), Advanced Diploma of Fin Planning, Accredited Derivatives Adviser Level 1, Accredited Margin Lending Adviser

 

Background: Sam works with individuals and families requiring high service and technical expertise.

 

Extensive experience across leading financial institutions has assisted Sam in developing the renowned skills, frameworks, and knowledge to successfully advise clients with complex financial needs.

 

Sam specialises in structuring, strategic planning, and investment management across multiple generations and entities. Sam is known for his clear and transparent communication style, assisting clients in understanding strategies and considerations.

Will Mackay - Director

Education: CERTIFIED FINANCIAL PLANNER®, Bachelor of Business (Finance, Funds Management extension), Advanced Diploma of Fin Planning, Accredited Derivatives Adviser Level 1 & 2

 

Background: Will began his career during the GFC, witnessing firsthand the mistakes investors and advisers made. This exposure has benefited Will across a successful career in Funds Management and Private Wealth.

 

Will specialises in investment management, strategic planning and superannuation. Clients often comment on Will’s proactive, diligent and trustworthy Advice. He takes a global perspective on direct and managed investments to ensure clients are well-positioned to protect and grow their wealth.

Advisory Board

The Advisory board is responsible for setting and reviewing the house view for our Private Wealth services, upholding the key values and investment philosophy of Mackay Private.

Peter Cooper

Advisory Board Member

 

Peter, a banking industry veteran with over 40 years of experience, transitioned to the mortgage broking industry to better serve his network.

 

He founded a mortgage broking business in 2002 and recently launched Control Your Bank, an online platform for small businesses.

 

Peter was the former Chairman of the Queensland State Advisory Board for the Australasian Institute of Banking and Finance (AIBF), and a graduate of the Australian Institute of Company Directors.

 

He served as a non-Executive Director for not-for-profit organization ICET and Motorama Holdings Pty Ltd, a Top 100 Private Company in Australia. Peter’s contribution to banking earned him the Centenary Medal of Australia.

Jamie Nicol

Advisory Board Member

 

Jamie is the Chief Investment Officer of DNR Capital, which he co-founded in 2001.

 

Jamie has over 30 years equity market experience both domestically and abroad, working in various roles including, Chief Investment Officer, Head of Research and Senior Accountant.

 

Jamie has been a key contributor to the success of DNR Capital, through the implementation of a clear investment philosophy and rigorous process for stock selection and portfolio management.

 

DNR Capital has grown to be one of Australia’s leading investment managers, with over $5 billion under management, delivering client-focused, quality, investment solutions to institutions, advisers and private investors.

Daryl Wilson

Advisory Board Member

 

Daryl is a regular commentator within investment markets and the Co-Portfolio Manager of Affluence Funds Management, which he founded in 2015.

 

Affluence manage several funds across a number of strategies, including multi-asset, smaller companies and listed investment companies. Daryl and his team implement a values-based approach to investing which has provided superior risk adjusted returns since inception.

 

Prior to establishing Affluence, Daryl was a director of Cromwell Property Group (CMW.ASX) for over 15 years, including the role of Chief Financial Officer. From 2008 to 2015, he was responsible for Cromwell’s unlisted funds management business, which managed over $1 billion of investor funds.

Damien Hennessy

Advisory Board Member

 

Damien offers investment strategy and dynamic asset allocation services to clients of the investment research business Zenith Group.

 

He co-founded Heuristic Investment Systems in 2003, providing investment strategy, economic analysis, asset allocation research, and advice to various financial groups. In March 2021, Heuristics merged with the Zenith Group.

 

Damien has over 30 years of experience and was previously the Chief Investment Officer at HSBC Asset Management Australia, where he spent ten years managing fixed interest and currency portfolios while overseeing investment strategy and asset allocation.

Peter Cooper

Advisory Board Member

 

Peter, a banking industry veteran with over 40 years of experience, transitioned to the mortgage broking industry to better serve his network.

 

He founded a mortgage broking business in 2002 and recently launched Control Your Bank, an online platform for small businesses.

 

Peter was the former Chairman of the Queensland State Advisory Board for the Australasian Institute of Banking and Finance (AIBF), and a graduate of the Australian Institute of Company Directors.

 

He served as a non-Executive Director for not-for-profit organization ICET and Motorama Holdings Pty Ltd, a Top 100 Private Company in Australia. Peter’s contribution to banking earned him the Centenary Medal of Australia.

Guiding Principles

Think Independently

We utilise a range of independent specialists to form a non-conflicted view

Holistic

We consider the broader balance sheet and implications, providing better outcomes

Asset Allocation

We believe portfolio returns and risk are driven by asset allocation

Effective Markets

We believe markets are effective but not always efficient

Active Management

We invest for the long-term but recognise short term opportunities

Minimise Costs

We minimise costs and tax consequences where appropriate