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Andrew Phillips
BBus(EcoFin) ADA1 MeSAFAA
Stockbroker
Working in partnership with former senior fund manager Alex Anastasiou and industry veteran George Varlamos, together we have the experience to help manage an array of investment strategies.
Andrew has been involved in financial markets for in excess of 12 years and holds a Bachelor of Business with a specific focus on both economics and finance. Formerly an investment adviser at E.L & C. Baillieu Stockbroking and Macquarie Equities Limited Andrew has developed a deep passion for both the equities and capital markets.
Investment Style
As an active investor in Australian shares, Andrew uses a combination of fundamental & technical analysis with prevailing investment & economic themes for stock selection and portfolio construction.
Services and Specialties
Fixed Interest and Cash Management
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Options and Warrants
Superannuation Advice
Qualifications and Professional Affiliations
Bachelor of Business (Economics & Finance)
SDIA Accreditation Program - Tier 1
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Direct International Equities Trading Adviser
Tax (financial) Adviser
ASIC Financial Advisers Register
Securities
Derivatives Level 1
Superannuation
Margin Lending
Generic
FASEA Financial Adviser Exam
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.
