A city skyline at night with a boat in the water.
Andrew Phillips

Andrew Phillips

Authorised representative number: 000468934


Working in partnership with former senior fund manager Alex Anastasiou and industry veteran George Varlamos, together we have the experience to help manage an array of investment strategies.
Andrew has been involved in financial markets for in excess of 12 years and holds a Bachelor of Business with a specific focus on both economics and finance. Formerly an investment adviser at E.L & C. Baillieu Stockbroking and Macquarie Equities Limited Andrew has developed a deep passion for both the equities and capital markets.

Investment Style

As an active investor in Australian shares, Andrew uses a combination of fundamental & technical analysis with prevailing investment & economic themes for stock selection and portfolio construction.

Services and Specialties

Fixed Interest and Cash Management
Wealth Management
Margin Lending and Gearing Strategies
Options and Warrants
Superannuation Advice

Qualifications and Professional Affiliations

Bachelor of Business (Economics & Finance)
SDIA Accreditation Program - Tier 1


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Derivatives Level 1
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
Any advice in this email is GENERAL in nature and no consideration has been given to your personal needs, objectives or circumstances. You should consider if this advice is appropriate for you.