Philip Hall

I have been working in the wealth management profession since 2002.

CERTIFIED FINANCIAL PLANNER ®

Financial Planner at CollinsSBA in Hobart.

Have previously worked for Mystate Wealth Management (formerly Tasmanian Perpetual Trustees) and briefly for Fiducian Financial Services.

Advising new and existing clients primarily in the investment and retirement planning area. Also, hold the position of secretary for the Tasmanian chapter of the Financial Planning Association.

Initially working in administration and para-planning after which obtained financial planner Authorised Representative status in 2003 with Financial Service Partners P/L (formerly NOW Financial P/L) and also CGU Insurance. Have worked in private financial planning practice in Canberra before moving to Hobart where commenced working as a Representative of Tasmanian Perpetual Trustees trading as MyState Wealth Management which became part of MyState Ltd. Mystate Wealth Management was sold to Fiducian Financial Services in July 2019 and elected to transfer to the new company. Commenced working for ColinsSBA in October 2019.

I am a Certified Financial Planner (CFP®) completing the Financial Planning Association (FPA) course through Deakin University in 2013. In addition, have completed courses with Kaplan Professional Education (Australia) completing an Advanced Diploma in Financial Planning and specialist courses in Self Managed Super Funds; Shares and Listed products (ALPA); and Margin Lending. Currently studying leading to a Graduate Diploma in Financial planning.

Before working in wealth management was a secondary school teacher (grades 7-12) for 6 years. Completed a Bachelor of Education with Honours at the University of Tasmania in 1995.