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.
We are a fee for service business
Have found Phillip to be always conscious of my circumstances and needs
Very satisfied with advice and guidance. Phillip inspires confidence and explains the situation as it is - in a market which is often rather volatile.
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.
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
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.
- Adviser status Platinum
- Number of reviews 22
- First year providing advice 2003
- Years of experience 19
- Graduate Diploma of Financial Planning
- Bachelor of Education (Honours)
- Certified Financial Planner (CFP)
Collins Sba29 Murray Street
Hobart, TAS 7000
- 9:00am – 5:00pm Monday – Friday