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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • 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 Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Hillross Financial Services Ltd

AFSL 232705

4.85
10 Reviews
5
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1
4.85
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 10

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5.00

"Glynn answered all my questions and was very thorough and patient."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
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4.50
  • Clear communication
  • Knowledge & expertise
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  • Likely to recommend
5.00

"retired from rock lobster industry.sold 30 cray pots.glynn is now my 1 pot."

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

"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."

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

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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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