Philip Hall CFP®
About Me
Phillip Hall JP, BEd(Hons), MFinPlan, CFP®
Location: Collins SBA - Hobart office
Financial Adviser at Collins SBA and practice manager.
Philip commenced work as a financial planner in private practice based in Canberra in 2001-2007.
Returned to Tasmania and commenced with Tasmanian Perpetual Trustees in 2007, which merged with MyState Ltd until 2019. Mystate Wealth was sold to Fiducian Financial Services in mid-2019. Moved to Collins SBA in October 2019.
Philip is a Certified Financial Planner® professional and has been a member of the Financial Planning Association since 2007. Obtained a Master's of Financial Planning in 2023.
A Representative of Collins SBA Services and is authorised to advise on and deal in the following financial services and products:
Managed investments, Superannuation, Self-managed superannuation fund, Personal life risk insurance, Shares and other listed investments, Margin lending.
Works closely with accountants on business client-related matters, retirees, complex scenarios, inheritances etc.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 21 Years
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Licensed By Sba Advice Pty Ltd
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Advice Fees From $3,300