Leon Phillips

Mentor1 Financial Planning

Gold
29 Yrs Experience
North Sydney, NSW 2060
I have been providing personalised financial advice to clients for almost 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 also read testimonials from my clients here.
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I have been providing personalised financial advice to clients for over 26 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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 50
  • First year providing advice 1993
  • Years of experience 29
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Mentor1 Financial Planning

343 Pacific Highway
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
50 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 50

Sort by

4.75

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very helpful, with clear and professional advices"

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

"Leon has advised, what would be for me and my husband a feasible way to payout the home loan in a couple of years and find a best possible super fund that will support our goal on the best way. The details were explained to us on a clear and simple way that was able to understand all. I feel happy and confident in the advice that will meet my needs."

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

"Great guy, factual and to the point. Looks after clients and their needs."

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

"Leon was very helpful with my pre retirement needs in sorting my super and claiming pension & is always very pleasant professional & welcoming."

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

"Leon has given me advice in areas including superannuation, budgeting and managing investments. He always explains things clearly and makes sure I have understood the advice given. It is clear that Leon has extensive knowledge and experience and his advice has been extremely helpful in addressing my current and future needs. Leon cares genuinely about my financial wellbeing and is always happy to help when I need advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Leon has been absolutely fantastic at helping me draw down on my pension and also get the insurance from the fund I was due. I live now in the Uk and am seriously ill with cancer and so the process has taken longer than expected. But throughout it all Leon has been there for me, answering emails promptly and acting on my behalf and giving me his full care and attention which I really needed."

  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Leon has given me advice in areas on super funds and managing outgoings related to this. Leon was in contact with us before we were about to ask him about alternatives to ethical Super. It was like he was reading our minds. Through Leon's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Leon's full care and attention when I needed it."

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

"I consulted Leon because I wanted advice on the best superannuation product for my situation, a strategy for retirement and advice on a number of hypothetical situations should they eventuate. Leon's advice was clear and concise and the chosen plan implemented. Leon and his colleague Tracey Phillips were easy to deal with, I felt comfortable with the advice and wish I had consulted a professional years ago rather than going it alone."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have continued to use Leons services for a number of years now and have always found him to be professional, friendly, down to earth and always understanding of our needs. We value his experience and professionalism."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 50

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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