Stockbroking | Wealth Management | Corporate Advice

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Phil Lee

Philip Lee

Executive Director, Corporate Advisory

Industry Experience

Philip has experience in all aspects of equity capital raising for listed public companies and companies seeking to list, including offer structure, prospectus preparation, due diligence, accounts and forecasting, risk management, sales and marketing, logistics and legal requirements.

Philip has been working in the stockbroking industry for over 29 years. He has been with Morgans since 1986 and has been an Executive Director since 2003.

Qualifications and Professional Affiliations

  • Bachelor of Commerce, University of Canterbury
  • Senior Fellow, FINSIA
  • Member, AICD
  • Trustee, CEDA

Board Memberships

  • Member, Queensland Regional Council FINSIA
  • Non-Executive Director, GARDA Capital Limited