Phil Broadbent

Forest Wealth

Silver

17 Yrs Experience

Chatswood, NSW 2067

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Hello! I’m Phil the General Manager at Forest Wealth. With over 18 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.

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

At Forest Wealth, we apply a clearly defined and consistent fee methodology across our advice team. Our fees are structured to reflect the complexity of your circumstances, the scope of advice required, and the level of ongoing service provided.

We offer an initial complimentary meeting, giving you the opportunity to fully understand how we can help, discuss your objectives, and determine whether our services are right for you.

Your Forest Wealth adviser will be transparent and upfront about any advice fees. All costs will be clearly explained and agreed with you before any formal advice is provided, so you can make informed decisions with confidence.

5.00 May 2026

I cannot speak highly enough of Phil Broadbent and Forest Wealth. Phil personally took carriage of a complex issue relating to previous advice and made the situation feel far less overwhelming. He explained the process clearly, handled everything professionally, and ensured the matter was managed properly from start to finish.

Knowing that Phil was overseeing the situation gave me complete confidence, and I felt supported throughout the entire process. I am very grateful for the outcome achieved and would have no hesitation recommending Phil and Forest Wealth to anyone needing clear, capable leadership and genuine care.