Bill Phillips profile photo

Bill Phillips

Coastal Wealth

20 Yrs Experience
Gosford, NSW 2250

I specialise in retirement planning and superannuation advice.

My advice is tailored to your individual circumstances, goals and needs.

I have 18 years experience as an adviser and I am a Certified Financial Planner CFP®


  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our first meeting is complimentary. I work on a fee for service basis.

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Coastal Wealth

Suite 104, 159 Mann St
Gosford, NSW 2250

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232