MenuPhilip 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. Currently provides financial planning advice services with Collins SBA, which began 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, and 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 -
Years of Experience 22 Years -
Licensed By Sba Advice Pty Ltd -
Advice Fees From $3,300
