Phil Madsen
MeSAFAA
Senior Investment Adviser
I consider my clients needs and aim to create, preserve and grow wealth through a sensible research backed approach.
With over 20 years experience in financial markets managing portfolios for high net worth individuals, companies and SMSF.
Investment Style
Phil works closely with his clients to achieve their desired outcome,constructing and managing portfolios using his knowledge, experience and research with a particular emphasis on direct investments.
Services and Specialties
Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Investment Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Superannuation
Margin Lending Accreditation Program
Accredited Derivatives Adviser Level 2
Graduate Diploma in Applied Finance and Investment
Ethics and Professional Relationships
Bachelor of Business
Associations
No items found.
Competencies
Generic
Managed Investments
Margin Lending
Securities
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. 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.
I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
