Hello! I’m Phil the General Manager at Forest Wealth. With over 13 years’ experience in Financial Services, I’ve navigated various roles, each contributing to my expertise. My most recent position was as the National Advice & Operations Manager for Millennium3, the licensee that Forest Wealth is authorised through.
I firmly believe in the value of advice and recognise the importance of ensuring more Australians have access to quality financial guidance. At Forest Wealth, my role is to empower our team with the necessary tools and resources, enabling us to support our clients in achieving their desired outcomes.
When I’m not immersed in the world of finance, you’ll find me pursuing my passions of football (the round ball variety) and spending time in the outdoors with the family.
If you’re interested in exploring the benefits of becoming a valued client at Forest Wealth, don’t hesitate to reach out.
We’re here to guide you towards your financial goals and provide personalised financial advice tailored to your needs.
Expertise
My fees
At a glance
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Adviser status
Silver
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Forest Wealth Pty Ltd
Suite 1A, 17-19 Hunter StreetHornsby, NSW 2077

Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252
