Phillip specialises in managing the needs and financial strategies of professionals, retirees and family groups. He focusses on placing the client first and ensuring all aspects of their financial lives are in order. While covering investments, Phillip’s approach is to also consider the broader implications of financial decisions in areas such as tax, asset protection, estate planning, cashflow management and cost. This allows him to tailor holistic solutions to put clients in the best possible financial position.
Phillips time spent at a Professional Trustee business and a multidisciplinary accounting firm has developed his flexible approach to providing tailored solutions.
Phillip is a Certified Financial Planner. He holds a Bachelor of Commerce, Bachelor of Business and an Advanced Diploma of Finacial Planning.