Phil Alvaro

Byfields Wealth Management

Gold
17 Yrs Experience
Burswood, WA 6100
I am a partner of Byfields Wealth Management and have a passion for ensuring clients are recieving the best possible advice at an affordable price. Our mantra at BWM is to ensure we work collabratively with all professionals associated with the client to ensure the best possible outcomes for them. We service clients from Geraldton in the North to Esperance in the South and are prepared to travel to ensure your financial worries are not burden by the tierany of distance. We pride ourselves on the motto we are empathetic to all client needs and a quick, cost effective resolution is what makes us and  the client extremely happy.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • 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 4
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Byfields Wealth Management

Level 1, 89 Burswood Rd
Burswood, WA 6100

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Byfields Wealth Management

AFSL 507506

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

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5.00

"Very friendly and approachable guy who we have no hesitation in recommending. We feel confident our financial affairs are well looked after and are happy with the service"

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

"Phil and his team are very professional in all the work they do. Phil always puts the clients needs first and has a friendly yet knowledgable approach in providing an excellent client experience."

  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Phil was a fantastic professional in all of our communications. His knowledge and experience proved incredibly helpful. I wouldn't hesitate in recommending Phil."

  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great bloke who understands our business & direction!"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2006

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1999

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Certified Practising Accountants Australia (CPA)

Membership type
Associate
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