Phil is a Certified Financial Planner with over 38 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  centred  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. He loves spending time with his grandson Thomas and hopes one day he might follow in the same footsteps as himself and Joel.

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  had 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
  • Superannuation Advice
  • Personal Protection
  • Estate Planning

The products I can advise you on:

  • Life Insurance
  • Superannuation
  • Managed Investments (including Investor Directed Portfolio Services)
  • Deposit Products
  • Retirement Savings Accounts
  • Government Bonds
  • Securities

My education qualifications and experience:

  • Fellow Chartered Financial Practitioner (FChFP)
  • Certified Financial Planner (CFP)
  • Diploma of Financial Planning
  • Diploma of Life Insurance