Philip Hall

Collins Sba

Platinum
19 Yrs Experience
Hobart, TAS 7000

I have been working in the wealth management profession since 2002.

CERTIFIED FINANCIAL PLANNER ®

Financial Planner at CollinsSBA in Hobart.

Have previously worked for Mystate Wealth Management (formerly Tasmanian Perpetual Trustees) and briefly for Fiducian Financial Services.

Advising new and existing clients primarily in the investment and retirement planning area. Also, hold the position of secretary for the Tasmanian chapter of the Financial Planning Association.

Initially working in administration and para-planning after which obtained financial planner Authorised Representative status in 2003 with Financial Service Partners P/L (formerly NOW Financial P/L) and also CGU Insurance. Have worked in private financial planning practice in Canberra before moving to Hobart where commenced working as a Representative of Tasmanian Perpetual Trustees trading as MyState Wealth Management which became part of MyState Ltd. Mystate Wealth Management was sold to Fiducian Financial Services in July 2019 and elected to transfer to the new company. Commenced working for ColinsSBA in October 2019.

I am a Certified Financial Planner (CFP®) completing the Financial Planning Association (FPA) course through Deakin University in 2013. In addition, have completed courses with Kaplan Professional Education (Australia) completing an Advanced Diploma in Financial Planning and specialist courses in Self Managed Super Funds; Shares and Listed products (ALPA); and Margin Lending. Currently studying leading to a Graduate Diploma in Financial planning.

Before working in wealth management was a secondary school teacher (grades 7-12) for 6 years. Completed a Bachelor of Education with Honours at the University of Tasmania in 1995.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

We are a fee for service business

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 22
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Bachelor of Education (Honours)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Collins Sba

29 Murray Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Collins Sba

AFSL 488301