Phil Thompson

Skye Wealth

Silver
11 Yrs Experience
Montmorency, VIC 3094
I'm a young driven entrepreneur providing high-quality financial solutions for our clients. Prior to working in Financial Services, I was one of Australia's best performing acrobats which lead me to perform throughout Australia and the World. Becoming the best at what I do is due to smart goal setting (short and long term), a disciplined approach, hard work, self-belief and great coaching, all of which are things I uses to help my clients achieve their goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Skye Wealth

4 Graeme Avenue
Montmorency, VIC 3094

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Very helpful and useful"

  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Phil recently advised me on personal insurance cover and I have been very satisfied with the service he provided. He took the time to fully understand my personal situation and tailored his recommendations to that whilst giving me ample choice. The outcome has been really seamless and Phil and his team are extremely responsive and diligent. Phil's service was great value for money and I will be recommending to my friend and family."

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

"Thanks to Phil Thompson and his team I have a comprehensive and affordable policy in place to be financially independent. I'm thankful for the security and peace of mind that it offers for my family no matter what happens to my health."

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

"I found Phil to be very knowledgeable, helpful, polite, unbiased in his advice and easy to understand in a area where sometimes things are not clear or easy to understand. I would have no hesitation in recommending Phil to others."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Phil is easy to get along with and he realizes he provides advice to clients knowing that at the end of the day its the clients money and I have put my hard earn $$$ into trying something different instead of the normal pay a mortgage off. Phil has been extremely helpful helping us with our needs as a young family while still creating wealth for retirement in yrs to come"

  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Phil has good advise which i have followed and helped with the admin side of getting things done ie paper work"

  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I went to Phil, as I was looking for someone to help me with my finances. Phil was easy to relate to, and talked about setting personal and financial goals to help me be financially free. Before joining Thompson financial services ‘wealth accumulate’ program, I felt I was just treading water financially and now I am finally getting somewhere."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2014

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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