Leon Phillips

Pacific Star Financial Planning

Bronze

31 Yrs Experience

North Sydney, NSW 2060

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I have been providing personalised financial advice to clients for 30 years. While many things in my industry have changed in that time, one thing that hasn't is the value I bring to each client's particular situation. I provide guidance, advice and experience whether it's occasional or on an ongoing basis.

You can read testimonials from my clients here.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 June 2023

Both my Wife and I had discussions with Leon on how to manage our Super and our Savings for our retirement in the next 3 years. Leon ensured that we understood the various options and gave us the necessary confidence to proceed with his recommendations. All through the process, he took the time to update us on progress of the changes.

5.00 October 2022

Leon has looked after me for the last 20 years. He gives great advice and helps with the processes involved. I highly recommend him.

5.00 June 2022

Great knowledge and service. Highly recommended!

5.00 June 2022

Leon provided comprehensive advice to me and my husband in various areas of our family finance and future planning. It was prompt and professional and we are very happy with the outcome and the ongoing service. Thank you!

4.75 September 2021

Leon advised my partner and I on investment strategy, researched emerging ethical and sustainable investments on our behalf, helped us strengthen our super, advised on insurance, and put us in contact with a property advisor and will writer. Leon's experience came across from our first meeting and he explained everything clearly. We felt that Leon listened and took our needs into account with all of the advice that he gave and would recommend his services to anyone looking for financial advice.

Adviser status Bronze
Rating 4.90
Number of reviews 53
First year providing advice 1993
Years of experience 31
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English