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
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Sba Advice Pty Ltd
  • Advice fees
    Advice Fees From $3,300
CERTIFIED FINANCIAL PLANNER®