Phil Madsen

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

Phil Madsen's previous roles have included

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.