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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

133

Experience

20yrs

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 133 total)See all

"Very happy with the meeting withPhil"

John, 65+ 12 Jul 2017

"We went to Phil recommended by a friend and he didn't disappoint. First consultation with him was very good, he was able to clarify a lot of issues we had and give us a good understanding of where we are at and the options we have forward. "

Juan, 35-45 12 Jul 2017

"Great advice and clarification."

Luciana, 35-45 12 Jul 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
Awards
  • FPA Distinguished Service Award (2004)
Years of experience
  • 20 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
  • 133 Total Reviews
John, 65+12 Jul 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very happy with the meeting withPhil"

Juan, 35-4512 Jul 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We went to Phil recommended by a friend and he didn't disappoint. First consultation with him was very good, he was able to clarify a lot of issues we had and give us a good understanding of where we are at and the options we have forward. "

Luciana, 35-4512 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great advice and clarification."

Natalie, Under 3528 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil spent time and effort explaining savings and investment options for me with respect to my superannuation fund, current mortgage, extra equity, managed funds and insurance. I felt this was pretty comprehensive for an initial financial check-up session. Gave me lots to think about and some useful steers. I really liked Phil's style and felt that no question was a silly question, even though I'm sure there was a couple or two. "

Claire, 35-4525 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provided considered and personalised advice at a reasonable fee."

Ash, Under 3522 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Helpful advice specific to my requirements. I sent through some details via email 2 days prior. On my arrival, Phil was already organised with the facts and figures I needed, allowing plenty of time in the appointment to explain how to implement the recommendations. "

Rob, 56-6516 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We found that Phil understands what we need to prepare for our future retirement. He explains clearly and would have no hesitation in recommending him to friends and colleagues "

Pamela, 56-6527 May 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil's advice was delivered in a way that was suited to my needs and explained clearly, giving me options, which has allowed me to move forward with my plans over the coming years prior to my retirement."

Erin, 56-6525 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil explained my financial choices in a clear and simple way. He outlined my future financial health and provided me with piece of mind "

Luigi, 35-4524 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Gave us a generous amount of time to understand our concerns for the future. He was extremely thorough in providing advice around options and very reassuring that the future looks bright for us. Highly recommend his service."

Henry, 56-6511 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil is god communicator and financial expert"

Alissa, Under 3504 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Our meeting with Phil exceeded our expectations. He provided us with salary packaging advice that will result in an immediate tax saving - well worth the investment of obtaining financial advise from him! He is a very down to earth person and is able to communicate extremely well. He explained everything in a way that that was really easy to understand. I highly recommend Phil to anyone seeking financial advise for salary packaging."

Ray, 35-4501 May 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Phil was straightforward and clear with his explanations. Very helpful as well and responded to the advice we were looking for. "

isabelle, 56-6501 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provided exactly the financial advisory support I needed. He is a clear communicator who respected the outcomes I wanted. I am grateful for his professionalism, knowledge and assistance."

Obada, 65+06 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil gave recommended a best choice of several options that I could not find my way through with any measure of ease. He was able to see through my anxiety and quickly understood the situation. He respected my concerns and thought them out with satisfying conclusions."

Eddy, 35-4506 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very polite, professional and knowledgeable in his field. He asked the right questions and made sure I left feeling confident in my road ahead. Various available options were explained to me with the pros and cons clearly laid out, while still mentioning points of interest particular to my personal situation. I would definitely highly recommend Phil to anyone considering change that may affect their financial position. Thanks."

Michael, 56-6529 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Crystal clear and completely independent expert retirement advice. "

Adam, 46-5514 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil considered our personal needs and circumstances to provide a thorough analysis of our current and future financial opportunities, he clearly explained the options we had and provided excellent support and advice as we considered the options available to us to achieve financial security."

Jayanti, 56-6512 Mar 2017
Expand
Overall customer rating
63%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
50%
- Recommendation
50%

"Phil was upfront about the services offered and the fees. No hidden agenda, he was honest and upfront."

Maya, 65+03 Mar 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil is pleasant. He engages professionally, has a very good knowledge of financial matters, understands your needs and explains very well. "

1 2 3 4 5 6 7
       

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
46
Customers

#2
Savings Investment
STRENGTH
44
Customers

#3
Building Super
STRENGTH
37
Customers

#4
Managing Debt
STRENGTH
22
Customers

#5
Household Budgeting
STRENGTH
16
Customers

#5
Tax Effective Strategies
STRENGTH
16
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%