About Me

Phil holds a Bachelor of Business (Accounting) Degree, Diploma of Financial Planning and is a Certified Financial Planner (CFP). He is a member of the Financial Advice Association Australia (FAAA) and has been accredited as a specialist with the Self Managed Super Fund Association (SMSFA), and is an ASX recognised adviser. Phil has over twenty years experience in the financial services industry and Phil was recognised as one of the top three financial advisers in Australia as a finalist in the FPA's Value of Advice awards 2009 (Post Retirement and Mangement category), 2010 (Pre-retirement category) and won the SMSFA's Best Practice award in Australia for Self Managed Super funds in 2010. Phil provides advice to high net worth individuals, people running SME's (Small & Medium Enterprises/businesses) and retirees on areas such as - Strategic Choices; Structures (for example - Family Trusts, Self Managed Superannuation Funds, Prescribed Ancillary Funds); Personal Estate Planning & Business Succession Planning and Risk Management. Phil interacts with other professionals on a regular basis such as accountants, solicitors and stock brokers to deliver tangible client advice solutions.