About Me

Hello! I’m Phil the General Manager at Forest Wealth. With over 14 years’ experience in Financial Services, I’ve navigated various roles, each contributing to my expertise. My most recent position was as the National Advice & Operations Manager for Millennium3, the licensee that Forest Wealth is authorised through.

I firmly believe in the value of advice and recognise the importance of ensuring more Australians have access to quality financial guidance. At Forest Wealth, my role is to empower our team with the necessary tools and resources, enabling us to support our clients in achieving their desired outcomes.

When I’m not immersed in the world of finance, you’ll find me pursuing my passions of football (the round ball variety) and spending time in the outdoors with the family.

If you’re interested in exploring the benefits of becoming a valued client at Forest Wealth, don’t hesitate to reach out. We’re here to guide you towards your financial goals and provide personalised advice tailored to your needs.