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Phil Morgan

Investor

National Distribution Manager at Acorn Capital

Greater Melbourne Area

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Ask Amanda Berinson to introduce you to Phil

You →Amanda · together at MLC Limited (2013–2015) →Phil

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You →Jamie · together at JBWere →Phil

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

Skills & more

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

Languages 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

Shared employers