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Phil Broadbent

Forest Wealth Pty Ltd

Silver
16 Yrs Experience
Hornsby, NSW 2077

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2009
  • Years of experience 16
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Forest Wealth Pty Ltd

Suite 1A, 17-19 Hunter Street
Hornsby, NSW 2077

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252