Qualifications
& Memberships
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Accredited SMSF Association Specialist
Areas of
Expertise
Phillip has always been passionate about finance and takes great pride in understanding what clients are trying to achieve and tailoring the best products to suit those needs.
Phillip strives to achieve absolute excellence in the service he delivers to all clients and forges lasting relationships by providing an enjoyable and seamless experience with honesty, good humour and diligence.
In his spare time you will find him spending time with his family, at a Knights match, watching a spot of cricket or at the gym.
Phil's ideas of Financial Freedom
My idea of Financial Freedom is what I strive to achieve for my clients; that is, be in a financial position in retirement to be able to have choices. Choices to go where I like and do what I like when I want and not having to worry about where I find the money to do it with.
