Philip works closely with clients who are balancing demanding careers with growing financial complexity. He enjoys helping people move from the accumulation phase of their working lives toward the next stage, where protecting and structuring wealth becomes just as important as building it.
Level 28, Central Park, 152-158 St Georges Terrace, Perth WA
Philip holds a Bachelor of Commerce from Murdoch University, a Master of Accounting from Curtin University as well as a Graduate Diploma in Financial Planning. He also holds the internationally recognised Certified Financial Planner® practitioner designation.
Phil specialises in strategic financial planning with extensive knowledge in superannuation, wealth accumulation, retirement strategies, taxation planning and portfolio management. He enjoys helping people transition from work to the next phase of their life, and works with people who are time poor and need expert wealth accumulation and preservation strategies.
“I am very happy with Phil as my adviser. He provides proactive and excellent advice and is always available when I call.” ~ Frieda (client since 2015)
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