Rob Morton Email
Financial Services Co-Founder @ Weatherboards Financial Services Consultants
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Rob Morton Location
- Sydney, NSW, AU
Rob Morton Work
- now
- 2016 - now Financial Services Co-Founder @
- 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 @
- 2025 - now Investment Governance Leader @
Rob Morton Education
- University of Melbourne
- Kaplan Business School
- Macquarie University
- Kaplan Professional
- Melbourne Business School
- Australasian Investor Relations Association (AIRA)
- 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 Financial Services Co-Founder at Weatherboards Financial Services Consultants. Rob Morton brings experience from previous roles at Equity Trustees, ClearView Wealth Limited, Yellow Brick Road and Brightday. 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 4 emails on RocketReach.
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