About Me

Phil's career in the financial services industry spans over 25 years. During that time Phil has owned his own practice, been a Director of a mid-tier accounting practice and recently a State Manager of a boutique wealth management business catering specifically for high net worth clients. Phil also consults to other financial practices in the industry.Throughout these roles Phil's focus has been on private client advice and meeting the varied needs of clients at all stages of their financial journey. Specific experience Phil brings to Thompson Partners Private Wealth Advisors will include:An intimate knowledge of the industry structure and mechanisms to deliver advice to clients. We believe that this will assist us in making our business and service delivery to you even more efficient over timeHigh level investment experience – at Centric Wealth, Phil sat on the Group's Investment Committee with seasoned investment professionals and oversaw the management of some $4.5B in Funds under AdviceA needs based focus on strategic financial planning that informs the construction of your investment portfolios.Phil is a Certified Financial Planner (CFP) who has a Masters in Applied Finance (MAppFin), and a Diploma in Financial Planning, Phil is married, has two children and lives locally.