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Phil Madsen
MeSAFAA
Senior Investment Adviser
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.
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.
Services and Specialties
Stockbroking
Margin Lending and Gearing Strategies
Investment Advice
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Graduate Diploma in Applied Finance and Investment
Bachelor of Business
Ethics and Professional Relationships
Associations
No items found.
Competencies
Managed Investments
Generic
Securities
Margin Lending
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. 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.
