Phillip commenced his career in financial planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in financial planning, attaining the professional designation of Certified Financial Planner®. Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.
Profile Financial Services
We are a boutique firm of financial and investment strategists, with a long history of delivering high-quality, tailored, fee-based financial solutions to our clients and their families.