Rob Morton Email
Head of Investment Governance @ Equity Trustees
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Rob Morton Location
- Sydney, NSW, AU
Rob Morton Work
- Head of Investment Governance @ (October 2025 - Present)
- Financial Services Co-Founder @ (February 2016 - Present)
- Investment Governance Leader @ (May 2025 - October 2025)
- Head of Wealth @ (January 2021 - March 2025)
- Head of Wealth @ (January 2016 - January 2020)
- Head of Brightday - Online Wealth Platform @ (January 2016 - January 2019)
- Head of Product @ (January 2011 - January 2016)
- Head Of Investor Relations @ (January 2007 - January 2011)
- Institutional and Trustee Relationship Management @ (January 2006 - January 2007)
- (Division Director) Institutional, Product, Equities @ (January 1994 - January 2005)
Rob Morton Education
- University of Melbourne
Bachelor of Laws, LLB
- University of Melbourne
Bachelor's degree (BCom)
- Kaplan Business School
Graduate Certificate in Applied Finance (Investments and Securities)
- Macquarie University
Diploma of Superannuation Management (Graduate Certificate in Applied Finance, Investments and Securities)
- Kaplan Professional
Advanced Diploma of Financial Planning (Diploma of Superannuation Management)
- Melbourne Business School
Leadership Development Program (Advanced Diploma of Financial Planning)
- Australasian Investor Relations Association (AIRA)
Diploma of Investor Relations (Leadership Development Program)
- Xavier College
(Diploma of Investor Relations)
Rob Morton Skills
- Asset Managment
- Investments
- Economics
- Equities
- Salesforce.com
- Financial Structuring
- Corporate Social Responsibility
- Real Estate
- Leadership
- Budgets
- Asset Management
- Negotiation
- Strategy
- Wealth Management
- Business Development
- Finance
- Banking
- Investment Banking
- Investment Management
- Investor Relations
- CRM
- Funding
- Structured Finance
- Mutual Funds
- Financial Advisory
- Due Diligence
- Executive Management
- Financial Services
- Portfolio Management
- New Business Development
- Insurance
- Loans
- Investment Strategies
- Strategic Financial Planning
- Financial Modeling
- Financial Markets
- Investment Advisory
- Corporate Finance
- Capital Markets
- Asset Allocation
- Relationship Management
- Management
- Pensions
- Valuation
- Financial Planning
- Social Media
- Microsoft Excel
- ETFs
- Strategic Planning
- Customer Relationship Management Crm
- Project Management
- Litigation
- Customer Relationship Management
Rob Morton Summary
- Rob Morton, based in Sydney, NSW, AU, is currently a Head of Investment Governance at Equity Trustees. Rob Morton brings experience from previous roles at Weatherboards Financial Services Consultants, Mercer Australia, ClearView Wealth Limited and Yellow Brick Road. Rob Morton holds a Bachelor of Laws, LLB @ University of Melbourne. With a robust skill set that includes Asset Managment, Investments, Economics, Equities, Salesforce.com and more. Rob Morton has 5 emails on RocketReach.
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Top Equity Trustees Employees
Philip Gentry
Chair, combined subsidiary Board Audit Committee
Melbourne, VIC, AU
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Sydney, NSW, AU
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Ravi Malhotra
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Michael Tropea
General Manager and Special Counsel
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Mick O'Brien
Managing Director
Melbourne, VIC, AU
Russ Beasley
Deputy Executive General Manager, Fund Services
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Kerryn O'Brien
Chief Risk Officer
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Avalon Rodrigues
Head of Operations and Continuous Improvement (CSTS)
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Patrick McGlinchey
Group General Counsel (Interim)
Sydney, NSW, AU
Michael do
General Manager, Commercial
Adelaide, SA, AU
David Holt
Head of Infrastructure and Cyber
Melbourne, VIC, AU
Cristina Starek
Head of Operations and Oversight
Melbourne, VIC, AU
Darren Thompson
Chief Investment Officer
Sydney, NSW, AU
Tim Gallagher
Head of Mortgages
Melbourne, VIC, AU
Johnny Francis
General Manager, Funds Services
Sydney, NSW, AU
Alicia Kokocinski
General Manager - Marketing and Communications
Melbourne, VIC, AU
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