Fundraising Fox

Phil Morgan

Investor

National Distribution Manager at Acorn Capital

Greater Melbourne Area

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

  1. Acorn Capital LtdNational Distribution Managercurrent2024 β€” presentMelbourne, Victoria, Australia
  2. Prime Value Asset ManagementDirector - Investor Relations, Australia2021 β€” 2023Melbourne, Victoria, Australia
  3. NAB Asset ManagementInvestment Specialist2018 β€” 2021Greater Melbourne Area
  4. NAB Asset ManagementBusiness Development Associate2016 β€” 2018Melbourne, Australia
  5. JBWereInvestor Services Analyst (Seconded)2016
  6. MLC LimitedFinancial Planner2013 β€” 2016

Education

  1. Kaplan AustraliaGraduate Certificate, Applied Finance
  2. Investment Banking Institute Business School Pty LtdDiploma of Financial Planning
  3. Victoria UniversityBachelor of Business
  4. Waverley CollegeHigh School

Skills & more

PresentationsSalesInvestment ProductsWealth Management39Investments27Wealth18Portfolio Management9Investment Strategies5Investment Advisory2Equities3Fixed Income2Etfs2
+3 moreSeparately Managed AccountsSuperannuationCustomer Service

Languages English Β· French

From Phil's professional profile.

Same school

Shared employers

Colleagues at Acorn Capital