Glynn Phillips

Falconer Advisers

Silver

20 Yrs Experience

Hobart, TAS 7000

About Glynn
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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 and taking over the kitchen on weekends. Occasionally, I even manage to watch a game of rugby with a glass of red.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets

5.00 October 2024

Very competent and knowledgeable, friendly and approachable with prompt responses.

5.00 September 2024

Dealt with Glynn for 10 years now and I am fully satisfied with the advice and investment direction he has provided. I no hesitation in referring his services to family and friends.

5.00 September 2024

Glynn is a great communicator and breaks down complicated topics into easy to understand terms. He takes time to understand my circumstances and preferences and helps me choose best option.

4.50 September 2024

Glynn consistently demonstrates excellent communication skills. His incisive comments are often punctuated by graphical and visual illustrations of concepts which are both understandable and demonstrate his command and experience. His friendly and confident manner is comforting and appreciated. He is an extremely competent and able professional.

5.00 August 2024

Having retired over 22 years ago and being self funded meant that we needed professional guidance. Falconer Advisers and Glynn have delivered this in spades , allowing us to live a lifestyle that has included numerous overseas trips and maintaining a comfortable living. Having an adviser that is looking after our super and investments means that we need only to review the results as we wish and then follow up with a full scheduled review with Glynn. At this meeting we get an overview of our situation together with what is trending in the world of finance. Glynn is able to put into laymen's terms the information that we need to keep abreast of our investments. Having a financial adviser who we have confidence in to look after our finances and with whom we have a good rapport, allows us to have less stress in our latter years.