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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

119

Experience

20yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

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 119 total)See all

"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."

Obada, 65+ 6 Apr 2017

"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."

Eddy, 35-45 6 Apr 2017

"Crystal clear and completely independent expert retirement advice. "

Michael, 56-65 29 Mar 2017

History & Qualifications CONTACT THE ADVISER

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

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
  • 95% Average Reviews
  • 119 Total Reviews
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. "

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

"Phil is very calm and professional and respectful. He inspires confidence without trying to impress. I felt the appointment was about my needs, not a summary of his accomplishments. My self esteem has improved markedly due to the way Phil treated me as I have never felt I am able to manage finances effectively and have never seen myself as in control of my financial future. I would highly recommend him to anyone, especially money phobic people like me. Thankyou Phil ! "

Elizabeh, 56-6528 Feb 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"An objective, friendly and frank meeting that was easy to understand for a non-expert. Phil had read the documentation provided and was willing and able to answer all my questions and provide scenarios and options and explain them."

Jen, 35-4527 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil explained things in a way that was very easy for us to understand ! He was well prepared prior to our appointment so no time was wasted and gave us a number of options that were perfectly suited to our situation. I will definitely recommend him to friends and family for their retirement planning."

Emily, Under 3527 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil's explanations were very clear. I had a financial checkup with him and I left feeling more confident about understanding where I am at financially. "

Katie, Under 3517 Feb 2017
Expand
Overall customer rating
63%
- Communication
50%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"Helpful general advice"

Jennifer , 35-4509 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have never been to a Financial Advisor before and wasn't sure what to expect. I found Phil to be very knowledgeable and supportive, he suggested some great, personalised strategies to get me to where I need to be in the future. I will definitely highly recommend him to my family and friends."

E, Under 3508 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Friendly, professional and straight to the point. Well worth it."

Vesna, 46-5502 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was extremely thorough and very knowledgable regarding my superannuation. He provided many options for me to consider and i found the process extremely professional and seamless. I would highly recommend Phil to anyone seeking financial advice. Thank you Phil!"

Joel , Under 3516 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Well explained strategies that made sense and were understandable. He did not try to sell any products that I would not have genuine benefit from and I liked his independent advice."

Eamonn , 46-5525 Nov 2016
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil was friendly and knowledgeable, with open advice and clear, simple strategies that made sense. "

Britt, Under 3516 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was super friendly and able to provide advice and options in a really straightforward way. He has also educated me a little more about managed funds and non-real estate investments which was interesting. I've always found them to be quite intimidating but Phil has managed to help me view them as something not quite as terrifying as I had imagined. "

Jonathan, Under 3507 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Phil's advice to be quite valuable as he found things I hadn't thought of. I would definitely recommend Phil and look forward to engaging him in the future."

Pero , Under 3527 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil is well educated in his field, easy to talk to and gives well thought out advise.Highly recommended."

Joe, Under 3526 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil is an exceptional advisor. He is very well informed but what I like best is he takes a lot of time to really understand your situation along with your visions for yourself/family before providing you with advice. I know two other people who have been long term clients of Phil and they also cannot say enough good things about him."

1 2 3 4 5 6
       

Vouch for & Skills Ranking CONTACT THE ADVISER

4

Number of advisers who vouch for the integrity of this adviser

4

ROSKOW INDEPENDENT ADVISORY PTY LTD
FM FINANCIAL SOLUTIONS PTY. LTD.
HPH FINANCIAL PLANNING PTY LTD

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
38
Customers

#2
Savings Investment
STRENGTH
37
Customers

#3
Building Super
STRENGTH
33
Customers

#4
Managing Debt
STRENGTH
20
Customers

#5
Household Budgeting
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%