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Phil Thompson

 Phil Thompson

Share profile:
25 Michell Street
Monash
ACT
2904
AU

Overview CONTACT THE ADVISER

Phil Thompson Phil Thompson

total Reviews

157

Experience

21yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Rise Financial was started in 2004 to provide truly independent financial advice, on a flat fee basis, so there are absolutely no conflicts of interest. Take control - with your independent financial adviser.

Company:

RISE FINANCIAL PTY LTD
RISE FINANCIAL PTY LTD

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

RISE FINANCIAL PTY LTD
RISE FINANCIAL PTY LTD
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
My fees
  • Personal Advice starting from $330
  • Ongoing Advice starting from $3300

Step 1 - Financial Check Up - $330 Step 2 - Strategic Financial Plan - $2640 Step 3 - Statement of Advice - $1650 plus $330 per policy set up Step 4 - Wealth Management Service - $3300 pa Each step taken only where needed.

Latest Customer Reviews (3 of 157 total)See all

"Excellent. Easy to talk with and provides tailored, useful information."

Gregory, 46-55 18 Dec 2017

"Phil was extremely professional and was able to tailor our session and provide sound advice. I would strongly recommend Phil to anyone needing a financial checkup."

Steven, Under 35 18 Dec 2017

"Phil was very professional and answered all our queries. I was very pleased with the advice I received from him and will be recommending him to all my family and friends. Thank you very much Phil and looking forward to seeing you again in the future. Have a wonderful Christmas & Bright and Prosperous New Year 2018."

Yvonne, 56-65 14 Dec 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
Awards
  • FPA Distinguished Service Award (2004)
Years of experience
  • 21 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

25 Michell Street, Monash
ACT 2904 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 99% Positive Reviews
  • 96% Average Reviews
  • 157 Total Reviews
Gregory, 46-5518 Dec 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Excellent. Easy to talk with and provides tailored, useful information."

Steven, Under 3518 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was extremely professional and was able to tailor our session and provide sound advice. I would strongly recommend Phil to anyone needing a financial checkup."

Yvonne, 56-6514 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very professional and answered all our queries. I was very pleased with the advice I received from him and will be recommending him to all my family and friends. Thank you very much Phil and looking forward to seeing you again in the future. Have a wonderful Christmas & Bright and Prosperous New Year 2018."

Diane, 46-5514 Dec 2017
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Good knowledge and expertise. Sound advice given and felt comfortable and assured that on the right track."

E, 35-4529 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil took stock of what our financial needs were by asking all the right questions. He then gave us excellent, comprehensive and targeted advice. He had a lovely, open and patient manner. We would recommend him highly."

Peter and Suzanne, 56-6525 Nov 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Phil's expertise helps us to feel confident about our financial future."

Karen, 46-5523 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very personable man, great at listening and understanding and then offering ideas to meet my specific requirements. Offered a broad range of options for my various issues. Made sure I understood the implications. Unhurried and personal approach. And I'll save some money! "

Paul, 46-5517 Nov 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Great personable insights. Many thanks Phil"

Gail, 65+10 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was friendly and very helpful. He gave sound reasons for the advice he provided."

Justin, 35-4526 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Rian, 35-4517 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil has excellent knowledge and provides great advice. I will continue to see him for many years into the future. A wonderful help on what are the best options for the individual. "

Maree, 56-6502 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I walked away from Phil very confident about our future Financial situation. He was open, truthful and was very positive in his approach towards my husband and I and our finances. I also feel reassured that I can go back to Phil for help with our finances in the future."

Peter, 65+24 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provided clear and helpful advice in a thoroughly professional way. He demonstrated good understanding of our situation and objectives. He helped us think through a sensible approach to investing our savings producing reasonable returns over the medium top long term at low cost and risk."

Randall, 56-6523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very friendly, knowledgeable and professional and his advice was easy to understand and very much appreciated. He gave us lots to think about as we prepare for imminent retirement. We highly recommend him."

Paul, 35-4518 Aug 2017
Expand
Overall customer rating
81%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil was very helpful and knowledgeable and tailored his advice to our particular circumstances. He gave us an excellent introduction to the range of issues we need to be considering as we plan for the next twenty years, and clear options for future discussions and planning. Thankyou Phil!"

Stephanie, 65+16 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was really great. He answered my questions fully and I left the appointment feeling confident about my 'next steps'. "

Shabana, 35-4515 Aug 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"I went to Phil with multiple problems and was seeking some direction to move forward. Phil was friendly, supportive and patient with me. He listened to all of my problems and provided me the best suggestion suited to my situation. Apart from his expertise, I believe the best thing about him is that he does not smell like commercial personal. This makes easier for his clients to communicate with him with ease and feel empowered at the end of the session. I thank him for his service. Shabana"

Matt, Under 3514 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent advice delivered in an easy to understand manner. Phil had reviewed the information prior to the meeting and tailored the advice to our specific circumstances."

James, 46-5512 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We recently met with Phil for the first time and found him to be accommodating of our needs, and very personable. He helped us to review our current financial position, and discussed potential strategies for meeting our retirement plans. He provided a very good overview, and was able to detail points of interest in a clear and concise manner. We would definitely recommend Phil's services to others seeking independent financial advice."

Janine & Neil, 46-5506 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very clear in his explanation and answered all our questions. We feel reassured that he has full knowledge of our circumstances and will provide us with the best advice."

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Vouch for & Skills Ranking CONTACT THE ADVISER

6

Number of advisers who vouch for the integrity of this adviser

6

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Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
59
Customers

#2
Savings Investment
STRENGTH
57
Customers

#3
Building Super
STRENGTH
46
Customers

#4
Managing Debt
STRENGTH
23
Customers

#5
Tax Effective Strategies
STRENGTH
22
Customers

x

Overall rating

100%

Phillip Thompson

Company: RISE FINANCIAL PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Phillip Thompson is a member of and in what capacity, the licensee or company of Phillip Thompson and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Phillip Thompson (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 99%