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 Phil Thompson

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25 Michell Street
Monash
ACT
2904
AU

Overview CONTACT THE ADVISER

img Phil Thompson

total Reviews

109

Experience

20yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

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
Expertise
Building Super
Managing Debt
Household Budgeting
Preparing for Retirement
Savings & Investments
Tax 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 109 total)See all

"Helpful general advice"

Katie, Under 35 17 Feb 2017

"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."

Jennifer , 35-45 9 Feb 2017

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

E, Under 35 8 Feb 2017

History & QualificationsCONTACT THE ADVISER

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

Location & ContactCONTACT THE ADVISER

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 ReviewsCONTACT THE ADVISER

  • 0% Negative Reviews
  • 99% Positive Reviews
  • 96% Average Reviews
  • 109 Total Reviews
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."

Andrena, 46-5512 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phillip was very easy to talk to, and put me at ease immediately. He explained certain aspects of his advice, when asked, and was very helpful overall."

Matthew, 35-4512 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My wife and I found Phil easy to talk to, pragmatic in his approach and focused on our needs. Phil provided us with an approach tailored to our financial situation taking into consideration our desire for a comfortable retirement. I would highly recommend Phil to friends, family and co-workers."

Belinda, 46-5521 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phillip was able to reassure me that I was on track with my current financial situation and that I had correctly understood the implications of a proposed strategy for tax effective superannuation contributions. He also provided me with valuable information and guidance to consider when making future investments."

Deborah, 35-4519 Sep 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Phil gave me some clear advice and guidance that set out some clear financial goals for the next few years. He is very approachable and provides advice that is easy to understand and implement. "

Cristal, Under 3516 Sep 2016
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil was great. He provided me with honest advice and was thorough in his analysis of my financial records He was patient and explained things in an easy to understand way. He was non-judgemental and easy to talk to."

BEN, 65+16 Sep 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"I attended a financial advice consultation with Phil two days ago with a view to using him as my advisor and was impressed with the way he explained how he operates. He was clear and did not pressure me in any way. "

Kerry & Janine, 65+21 Aug 2016
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
50%
- Recommendation
75%

"Well presented for the overview, we felt comfortable and he communicated clearly"

Lindy, 46-5519 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provided clarity on a range of issues we have been grappling with and importantly, is independent and most definitely not pushing any products. Overall, a very positive experience."

Rebecca, 35-4503 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We saw Phil for a financial check up today and he gave us great advice which was easy to understand and didn't push us into things we weren't interested in. He is independent and great to deal with. Highly recommend!"

Louise, 46-5527 Jul 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very good first meeting, and I am confident that I will receive sound impartial advice in months to come."

1 2 3 4 5 6
       

Vouch for & Skills RankingCONTACT 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
Savings Investment
STRENGTH
34
Customers

#2
Building Super
STRENGTH
31
Customers

#2
Preparing For Retirement
STRENGTH
31
Customers

#3
Managing Debt
STRENGTH
19
Customers

#4
Household Budgeting
STRENGTH
16
Customers

#5
Tax Effective Strategies
STRENGTH
14
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%