"I consider my clients needs and aim to create, preserve and grow wealth through a sensible research backed approach."
With over 20 years experience in financial markets managing portfolios for high net worth individuals, companies and SMSF.
Services and specialities
- Fixed Interest and Cash Management
- Investment Advice
- Margin Lending and Gearing Strategies
- Stockbroking
Investment Style
Phil works closely with his clients to achieve their desired outcome,constructing and managing portfolios using his knowledge, experience and research with a particular emphasis on direct investments.
Industry Education & Experience
Qualifications
- Bachelor of Business, University of Technology, 1997
- Graduate Diploma in Applied Finance and Investment, Kaplan, 2001
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.