Andrew Phillips

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

Margin Lending and Gearing Strategies

Options and Warrants

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Andrew Phillips's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business (Economics & Finance)

SDIA Accreditation Program - Tier 1

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.