Philip Pote CFP®

Philip Pote CFP®

About Me

I am committed to providing financial strategies designed to achieve my clients' financial and lifestyle goals. I have a wealth of financial planning experience as I have been in the financial services industry for over 15 years and am a CFP practitioner. I graduated from university as an engineer and worked in that profession for over twenty years prior to becoming a financial planner. I believe the mathematical and analytical skills I acquired as an engineer have greatly enhanced my ability to provide financial strategies for my clients in the ares of wealth creation, tax minimisation, retirement planning and risk management.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Avana Financial Solutions Pty Ltd
CERTIFIED FINANCIAL PLANNER®