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Adam Phillips

Altitude Wealth Solutions

Gold
28 Yrs Experience
Newstead, QLD 4006

Adam Phillips is based in our Fortitude Valley office and has extensive experience in the financial planning industry. In 2009 Adam made the move to establish his own private practice under the Magnitude Dealergroup. Prior to this Adam spent over 19 years in Financial Services during which he has held Senior Positions in both Westpac and other major Australian companies. Adam was with Westpac Financial Planning for 7 years as a Senior Financial Planner where he was successful in building a business through excellence in client service and advice. Adam focuses on a holistic approach to financial planning. He tailors his advice specifically for each individual client to help them achieve their goals and objectives. Through the ongoing service proposition he provides to his clients, they are able to monitor and enhance their plans with regular reviews and market updates. Throughout his career Adam has developed a sound knowledge of investments, superannuation and asset protection strategies. His specialist skills are in the areas of Retirement Income, Retirement Planning, Wealth Creation, Company Executives and Self-Managed Superannuation Funds. Adam has a particularly keen interest in portfolio construction and prides himself on achieving creative portfolios to deliver maximum performance through all investment cycles.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Altitude Wealth Solutions

Unit 14, 76 Doggett St
Newstead, QLD 4006

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Fortitude Wealth Solutions Pty Ltd

AFSL 511301