- CERTIFIED FINANCIAL PLANNER®
- Fellow of the Financial Planning Association of Australia
- Diploma of Financial Planning
Phil is the founder and Chairman of Plan 4 Financial Services. He was named as a Fellow of the Financial Planning Association in 2010 and was the inaugural Federal President of the Hillross Adviser Association. He is a recipient of the Hillross national awards for services to the community and services to the profession of Financial Planning. As part of Phil’s study of emerging markets, he is the author of several reports on Brazil, China and India and created the ‘BRIC Foundation’ which has raised in excess of $50,000 towards projects to assist the needy in developing countries. A commitment to education has always been a high priority having completed both personal and business insurance certificate courses in the 80s. Phil has undertaken specialist courses in Self Managed Superannuation, Estate Planning and holds a Diploma of Financial Planning.
Phil is married to the lovely Jenny and they have 3 adult children (2 in the profession). His pastimes are motorbike touring, golf and offshore sailing.
Phil's ideas of Financial Freedom
Ultimately having the time to enjoy my passions of motorcycles, sailing and travel.