Phillip Thompson CFP®

Phillip Thompson CFP®

About Me

As one of the few truly independent financial advisers around, we have absolutely no conflict of interest when providing financial advice. We charge flat fees only to help clients understand what they have for their financial journey, where they are going and how to get there. Appointments available in person, by Zoom, Skype or phone.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Rise Financial Pty Ltd
CERTIFIED FINANCIAL PLANNER®