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 @ (October 2016 - October 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
- Kaplan Professional
Advanced Diploma of Financial Planning
- Melbourne Business School
Leadership Development Program
- Australasian Investor Relations Association (AIRA)
Diploma of Investor Relations
- Xavier College
Rob Morton Skills
- Asset Allocation
- Asset Management
- Budgets
- Business Development
- Business Growth Strategies
- Business Insights
- Business Leadership
- Business Operations
- Capital Markets
- Commercial Awareness
- Communication
- Corporate Finance
- Corporate Governance
- Corporate Social Responsibility
- Critical Thinking
- Cross-functional Coordination
- Cross-functional Team Leadership
- Due Diligence
- Economics
- Equities
- Etfs
- Executive Management
- Executive Team
- Facilitation
- Finance
- Financial Management
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Banking
- Investment Governance
- Investment Management
- Investment Mgmt (Managed Funds)
- Investment Strategies
- Investments
- Investor Relations
- Leadership
- Management
- Market Analysis
- Mutual Funds
- Negotiation
- Operational Risk Management
- P&L Management
- Partner Communications
- Product Management
- Public Policy - Retirement Income
- Regulatory Affairs
- Regulatory Standards
- Regulatory Submissions
- Relationship Management
- Retirement Income Strategies
- Sales
- Stakeholder Engagement
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Superannuation
- Thought Leadership
- Valuation
- Wealth Management
- Written Communication
- Asset Managment
- Salesforce.com
- Financial Structuring
- Real Estate
- Banking
- CRM
- Funding
- Structured Finance
- Financial Advisory
- Portfolio Management
- New Business Development
- Insurance
- Loans
- Pensions
- Social Media
- Microsoft Excel
- 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 in LLB @ University of Melbourne. With a robust skill set that includes Asset Allocation, Asset Management, Budgets, Business Development, Business Growth Strategies and more. Rob Morton has 5 emails on RocketReach.
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Top Equity Trustees Employees
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Melbourne, VIC, AU
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Phing Lee
Chief Technology Officer
Melbourne, VIC, AU
Ravi Malhotra
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Michael Tropea
General Manager and Special Counsel
Melbourne, VIC, AU
Mick O'Brien
Managing Director
Melbourne, VIC, AU
Magda Vourvoutsiotis
Head of Risk Transformation
Melbourne, VIC, AU
Avalon Rodrigues
Head of Operations and Continuous Improvement (CSTS)
Melbourne, VIC, AU
Patrick McGlinchey
Group General Counsel (Interim)
Sydney, NSW, AU
Michael do
General Manager, Commercial
Adelaide, SA, AU
David Holt
Chief Information Security Officer
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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