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Phil Madsen

Phil Madsen

MeSAFAA
Authorised representative number: 000268118

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

Stockbroking
Margin Lending and Gearing Strategies
Investment Advice
Fixed Interest and Cash Management

Qualifications and Professional Affiliations

Graduate Diploma in Applied Finance and Investment
Bachelor of Business
Ethics and Professional Relationships

Associations

No items found.

Competencies

Managed Investments
Generic
Securities
Margin Lending
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.