Rob Morton Email
Head of Investment Governance @ Equity Trustees
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Rob Morton Location
- Sydney, NSW, AU
Rob Morton Work
- 2025 -now Head of Investment Governance @
- 2016 -now Financial Services Co-Founder @
- 2025 -2025 Investment Governance Leader @
- 2021 -2025 Head of Wealth @
- 2016 -2020 Head of Wealth @
- 2016 -2019 Head of Brightday - Online Wealth Platform @
- 2011 -2016 Head of Product @
- 2007 -2011 Head Of Investor Relations @
- 2006 -2007 Institutional and Trustee Relationship Management @
- 1994 -2005 (Division Director) Institutional, Product, Equities @
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 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 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
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Chair, combined subsidiary Board Audit Committee
Melbourne, VIC, AU
Rob Morton
Head of Investment Governance
Sydney, NSW, AU
Phing Lee
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Melbourne, VIC, AU
Ravi Malhotra
General Manager, Private Wealth and Partnerships
Sydney, NSW, AU
Michael Tropea
General Manager and Special Counsel
Melbourne, VIC, AU
Mick O'Brien
Managing Director
Melbourne, VIC, AU
Russ Beasley
Deputy Executive General Manager, Fund Services
Melbourne, VIC, AU
Pen Lewin
Non Executive Director
Melbourne, VIC, AU
Kerryn O'Brien
Chief Risk Officer
Melbourne, VIC, AU
Avalon Rodrigues
Head of Operations and Continuous Improvement (CSTS)
Melbourne, VIC, AU
Patrick McGlinchey
Group General Counsel (Interim)
Sydney, NSW, AU
Richard Morice
Head of Operations and Continuous Improvement
Melbourne, VIC, AU
Michael do
General Manager, Commercial
Adelaide, SA, 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
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