Glynn Phillips
Falconer Advisers
Gold
17 Yrs Experience
Hobart, TAS 7000
Helping people improve their financial position provides me a great deal of personal satisfaction. Every day I use knowledge gained from my academic qualifications in Economics, Marketing, Business, and Financial Planning to make a positive contribution to a client’s situation. My clients also benefit from my experience in the finance industry, which started on the bottom rung of a finance company in 1985. This experience definitely helps me be a better adviser, to understand a client’s challenges and goals, and to translate our advice and simplify the complexities of the finance world in a way that clients can understand. Working with clients to put them in a better position is a great reward. In fact I feel very fortunate to have found a job that provides such a lot of satisfaction. It’s not all markets, tax and strategy. I manage to find plenty of time to be part of our family life, which as I’m sure many people can relate to, involves attending to the social and sporting commitments of our three school age children and taking over the kitchen on weekends. Occasionally, I even manage to watch a game of rugby with a glass of red. Falconer Advisers is an FPA Professional Practice and is committed to upholding the FPA’s Code of Professional Practice.
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My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 10
- First year providing advice 2005
- Years of experience 17
-
Highest qualification
- Master of Business
-
Language spoken
- English
Falconer Advisers
Level 5, 45 Murray StreetHobart, TAS 7000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Hillross Financial Services Ltd
AFSL 232705
4.85
10 Reviews
5
4
3
2
1
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Josephine, 46 - 55 years, Mount Stuart, TAS
"Glynn answered all my questions and was very thorough and patient."
- Insurance Protection
Michael, 65+ years
David, 56 - 65 years, Howrah, TAS
Peter, 56 - 65 years, Claremont, TAS
Baz, 65+ years
"retired from rock lobster industry.sold 30 cray pots.glynn is now my 1 pot."
James, 65+ years, Lindisfarne, TAS
"I have been retired for 6 years and Glynn manages our (my wife and I) SMSF. Over the last couple of years he has had to grapple with the complexities of DVA pension requirements and the fact that my fund is still in the accumulation phase. He has done this in a competent and professional manner."
Michael, 56 - 65 years
"Glynn & others in his office are always friendly, helpful, courteous & accommodating to my queries etc. I have openly recommended their services to friends & family in the past & will continue to do so into the future."
Michael, 56 - 65 years
Ian, 56 - 65 years, Granton, TAS
Susan, 56 - 65 years, Lindisfarne, TAS
My clients have reviewed me based on the following areas of advice
- Insurance Protection
Qualifications & Training
Graduate Diploma of Financial Planning
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Financial Services Institute of Australasia (FINSIA)
- Completed
- 2007
Bachelor of Economics
- Level
- 7 - Bachelor Degree
- Institution
- James Cook University (JCU)
- Completed
- 1986
Master of Business
- Level
- 9 - Masters Degree
- Institution
- University of Technology Sydney (UTS)
- Completed
- 2001
Professional Memberships
Financial Planning Association of Australia (FPA)
- Membership type
- Certified Financial Planner
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- Services
- Comment
- Questions
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