Phil Thompson

Rise Financial Pty Ltd

Platinum
25 Yrs Experience
Monash, ACT 2904
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.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
My fees
Get in touch

Step 1 - Financial Check Up - $440 Step 2 - Strategic Financial Plan - $2200 Step 3 - Statement of Advice - $2200 Step 4 - Wealth Management Service - $4400 pa Each step taken only where needed.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 395
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Master of Management
  • Language spoken
    • English

Rise Financial Pty Ltd

25 Michell Street
Monash, ACT 2904

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Rise Financial Pty Ltd

AFSL 311718

4.85
395 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 395

Sort by

4.75

"Commons sense and excellent advice from Phil. Consistent with other advice I had received, reassuring to get the same consistent advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Phil was very knowledgeable and attentive. He provided easy to understand advice about superannuation and planning to buy a home. I highly recommend him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I found Phil to be well prepared and had obviously studied the pre meeting information I supplied. The environment was very relaxing and friendly and there was no pressure applied to buy any products. Phil understood my situation and was able to make good, logical, general advice around preparing for our future retirement and aged care needs."

  • Superannuation
  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Felt relaxed with Phil, and there was no pressure to sign up for anything. Phil had a good knowledge and answered all questions we asked him"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Phil was referred to us by a friend and we found his knowledge, experience and strategies beneficial for our needs. Phil advised how best we can plan for our future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It was very good to have a financial check up with Phil. Having a professional to look at my current financials and to discuss options was very useful. I feel I can now move forward confidently after having my questions and concerns about what to do on the table. Phil is straightforward, honest and knowledgeable. It was much appreciated having Phil’s general and independent financial advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"There is a lot of financial information out there on the interweb and it is time consuming to find the right information for your specific circumstances. Phil was able to answer my specific questions and provide valuable insights for my specific situation. Spending an hour with Phil was equivalent to more than 10 times this trawling through endless websites."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We now have more confidence in our investment strategy and our approach to retirement and look forward to our next meeting with Phil."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Phil has given me advice in areas including budgeting and super. Phil was always able to explain things to me in a clear way. Through Phil's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Phil's full care and attention when I needed it."

  • Superannuation
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 395

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1998

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Master of Management

Level
9 - Masters Degree
Institution
Australian National University (ANU)
Completed
2003

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
1995

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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