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

4.90
22 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Have found Phillip to be always conscious of my circumstances and needs"

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

"Very satisfied with advice and guidance. Phillip inspires confidence and explains the situation as it is - in a market which is often rather volatile."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have always felt confidence in talking with Philip - both that he understands what my needs are and that his advice is sound and reliable. I am not someone who enjoys discussing financial matters, but based on the information Philip provides me and his friendly manner, I take much more interest in the progress of my finances. I even look forward to our regular chats."

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

"I find Phillip very easy to converse with and really efficient. I know that he has my interests at heart. I fully recommend him to anyone seeking financial advice. Anita"

  • Government Assistance
  • Superannuation
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Philip has been my financial adviser for many years and I appreciate very much his professionalism, his easy manner, the breadth of his knowledge and his promptness in fulfilling promised actions. he has been of considerable assistance to me and I trust him implicitly."

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

"I have found Phil to be very knowledgeable and he looks after my interests and needs exceptionally well. He is a true professional whilst being easy to get along with at the same time. I look forward to my six monthly reviews."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Phillip takes time to answer my questions in language I understand."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Clear and helpful"

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

"During meetings with Philip he provides sound and timely advice and does not rush and takes his time to thoroughly explains any queries raised."

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

"Philip is a great listener, respond to my personal needs and gives sound advice."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Bachelor of Education (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Tasmania (UTAS)
Completed
1994

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member
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