About
Phil Morgan is the National Distribution Manager at Acorn Capital Ltd. He has experience in the investment management industry with expertise in portfolio management, investment advisory, separately managed accounts, investments, and ETFs. Morgan is pursuing a Master's degree in Applied Finance from Kaplan Australia.
Experience
- Acorn Capital LtdNational Distribution Managercurrent2024 — presentMelbourne, Victoria, Australia
- Prime Value Asset ManagementDirector - Investor Relations, Australia2021 — 2023Melbourne, Victoria, Australia
- NAB Asset ManagementInvestment Specialist2018 — 2021Greater Melbourne Area
- NAB Asset ManagementBusiness Development Associate2016 — 2018Melbourne, Australia
- JBWereInvestor Services Analyst (Seconded)2016
- MLC LimitedFinancial Planner2013 — 2016
Skills & more
PresentationsSalesInvestment ProductsWealth Management39Investments27Wealth18Portfolio Management9Investment Strategies5Investment Advisory2Equities3Fixed Income2Etfs2
+3 more
Separately Managed AccountsSuperannuationCustomer ServiceLanguages English · French
From Phil's professional profile.
Colleagues at Acorn Capital
Andrew Burt
Investment Director at Acorn Capital
Angus Mackay
Analyst and Dealer (Materials) at Acorn Capital
Arthur Kabissios
Compliance Manager at Acorn Capital
Ben Dalling
Investment Director and Portfolio Manager (Financials & Industrials) at Acorn Capital
Bob Officer
Investor at Acorn Capital
Brian Gan
Analyst (Generalist) at Acorn Capital
Dan McAleer
Head of Business Development at Acorn Capital
Matthew Sheehan
Investment Director, Legal Counsel and Company Secretary at Acorn Capital
Frequently asked questions
- Who is Phil Morgan?
- Phil Morgan is the National Distribution Manager at Acorn Capital Ltd. He has experience in the investment management industry with expertise in portfolio management, investment advisory, separately managed accounts, investments, and ETFs. Morgan is pursuing a Master's degree in Applied Finance from Kaplan Australia.
- Where does Phil Morgan work?
- Phil Morgan is National Distribution Manager at Acorn Capital.
- Where did Phil Morgan go to school?
- Phil Morgan studied at Kaplan Australia (Graduate Certificate, Applied Finance); Investment Banking Institute Business School Pty Ltd (Diploma of Financial Planning); Victoria University (Bachelor of Business).
Same school
Also attended Kaplan Australia1
Also attended Victoria University10
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Shared employers
Also worked at JBWere7
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