Phil is a Certiﬁed Financial Planner with over 30 years experience in the ﬁnancial services industry. He has a Diploma of Financial Planning and a Diploma in Life Insurance. His approach to providing quality advice is centered on what his clients want most from their life.
Being a big believer in understanding the full picture of his clients’ situation ensures that the advice is always unique and assists to achieve whatever it is his clients desire. Phil’s true passion is working with people to help them realise a comfortable and secure lifestyle by achieving their ﬁnancial objectives. Phil is happily married to his wife Carol and enjoys having his son Joel work alongside him in the profession. He enjoys surﬁng and travel both within Australia and overseas with his wife and long-term friends.
Phil keeps himself mentally strong by continuing to educate himself, and enjoys staying fit and healthy with jogging, cycling, surﬁng and walking.
Phil’s clients enjoy being in his company and soaking up his positivity and enthusiasm for life. They appreciate the way Phil can explain complex ﬁnancial matters in a simple and easy to understand language. Phil’s long-term commitment to his clients and the ﬁnancial planning profession is always evident, through good times and bad. Phil’s openness and integrity makes him not only a likable adviser but also someone you can trust and rely on.
Although Phil has no plans to retire just yet, it is good to know that he followed his own advice and has successfully positioned himself to have been able to retire from age 55. Now in his 60s, Phil continues to help his clients set their health, lifestyle and ﬁnancial goals and be a sounding board and guide in making these goals a reality. As Phil always says: “The key to happiness is knowing what you want from life and then working out a plan to get it.”
The services I can provide:
- Wealth Creation
- Financial Planning
- Investment Planning
- Retirement Planning
- Life and Disability Insurance
- Estate Planning
- Portfolio and Insurance Reviews
The products I can advise you on:
- Life Insurance
- Managed Investments (including Investor Directed Portfolio Services)
- Deposit Products
- Retirement Savings Accounts
- Government Bonds
My education qualifications and experience:
- Diploma of Financial Planning – FPA, February 2000
- Diploma of Life Insurance – Deakin University, June 1997
- Certified Financial Planner – FPA