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Overall Adviser Rating
Average Customer Rating
Percentage of Positive Reviews
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.
All levels of wealth investment
All levels of income
"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."
"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."
"Crystal clear and completely independent expert retirement advice. "
For the past 17 years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
We are currently importing all qualifications and memberships from the ASIC register - please go to MoneySmart link here and lookup
25 Michell Street, MonashACT 2904 Australia
"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."
"Phil was upfront about the services offered and the fees. No hidden agenda, he was honest and upfront."
"Phil is pleasant. He engages professionally, has a very good knowledge of financial matters, understands your needs and explains very well. "
"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 ! "
"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."
"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."
"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. "
"Helpful general advice"
"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."
"Friendly, professional and straight to the point. Well worth it."
"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!"
"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."
"Phil was friendly and knowledgeable, with open advice and clear, simple strategies that made sense. "
"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. "
"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."
"Phil is well educated in his field, easy to talk to and gives well thought out advise.Highly recommended."
"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."
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Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337.
Level 2, 50 Bridge Street, Sydney, NSW 2000, Australia
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)
Quality of Advice: 97%
Customer Satisfaction: 99%