- Advanced Diploma in Financial Planning
- Bachelor of Business and Commerce (Finance, Accounting and Management)
ExperiencePhillip has over eight years experience in the financial planning industry.
During this time he has had extensive experience providing and delivering strategic advice across investment management, superannuation, retirement planning, personal risk insurance, tax planning, structures, aged care and social security.
He is currently a Financial Adviser in Prosperity’s Newcastle office.
Phillip is recognised by his clients as having excellent communication and technical expertise which is demonstrated in the quality advice options and outcomes he provides to clients.
Prior to joining Prosperity, Phillip was a financial adviser at Perpetual Private where he developed and delivered detailed investment management and strategic financial planning advice to a broad range of clients including wealth accumulators, retirees, not for profits and endowments. His client centric approach saw him continually recognised by his clients.
Outside of work Phillip volunteers his time and professional skills to both the Cancer Council and the Movember Foundation.
Memberships and Appointments
- Authorised Representative No. 1258914 of Hillross Financial Services Ltd. ABN 77 003 323 055. AFSL 232705
- Member of the Financial Planning Association of Australia