Philip Morgan Email & Phone Number
National Distribution Manager @ Acorn Capital Ltd
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Philip Morgan Location
- Melbourne, VIC, AU
Philip Morgan Work
- National Distribution Manager @ (October 2024 - Present)
- Director - Investor Relations, Australia @ (March 2021 - November 2023)
- Investment Specialist @ NAB Asset Management (July 2018 - February 2021)
- Business Development Associate @ NAB Asset Management (June 2016 - July 2018)
- Investor Services Analyst (Seconded) @ (May 2016 - June 2016)
- Financial Planner @ (August 2013 - June 2016)
Philip Morgan Education
- Victoria University
Bachelor of Business
- Kaplan Australia
Graduate Certificate
- Waverley College
High School
-
Diploma of Financial Planning
Philip Morgan Skills
- Pensions
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Superannuation
- Investments
- Financial Risk
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Equities
- Life Insurance
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Separately Managed Accounts
- Customer Service
- Wealth
- Management
- ETFs
- Retirement
Philip Morgan Summary
- Philip Morgan, based in Melbourne, VIC, AU, is currently a National Distribution Manager at Acorn Capital Ltd. Philip Morgan brings experience from previous roles at Prime Value Asset Management, NAB Asset Management and JBWere. Philip Morgan holds a Bachelor of Business @ Victoria University. With a robust skill set that includes Pensions, Fixed Income, Insurance, Retirement Planning, Financial Planning and more. Philip Morgan has 2 emails and 2 mobile phone numbers on RocketReach.
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