Phillip Kirk

Bright Wealth Pty Ltd

Gold
2 Yrs Experience
Maroubra, NSW 2035

I’m a Financial Adviser (and qualified Accountant) based in Sydney. I provide evidence-based, holistic advice across wealth structuring, investment management, superannuation, retirement planning, personal insurance and estate planning.

I work closely with professionals, business owners, investors and families who want to build, protect and manage their wealth with greater clarity. I focus on simplifying complex financial decisions and giving my clients the information, structure and confidence they need to make informed long-term decisions.

My approach is grounded in a simple belief: better financial decisions start with better information.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 15
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Bright Wealth Pty Ltd

Shop 5, 822-824 Anzac Parade
Maroubra, NSW 2035

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Gps Wealth Ltd

AFSL 254544