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Phil Thompson

 Phil Thompson

Share profile:
25 Michell Street
Monash
ACT
2904
AU

Overview CONTACT THE ADVISER

Phil Thompson Phil Thompson

total Reviews

181

Experience

21yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Rise Financial was started in 2004 to provide truly independent financial advice, on a flat fee basis, so there are absolutely no conflicts of interest. Take control - with your independent financial adviser.

Company:

Rise Financial Pty Ltd
Rise Financial Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

RISE FINANCIAL PTY LTD
RISE FINANCIAL PTY LTD
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
My fees
  • Personal Advice starting from $330
  • Ongoing Advice starting from $3300

Step 1 - Financial Check Up - $330 Step 2 - Strategic Financial Plan - $2640 Step 3 - Statement of Advice - $1650 plus $330 per policy set up Step 4 - Wealth Management Service - $3300 pa Each step taken only where needed.

Latest Customer Reviews (3 of 181 total)See all

"Prior to my meeting I felt stressed but after the meeting I was made to feel that I was going to be ok!! "

Sandra, 65+ 4 Jul 2018

"Phil helped us clarify our financial position (reassuring us that it was more positive than we thought it might be), and clearly laid out some workable ways ahead"

Alex, 46-55 27 Jun 2018

"Phil was amazing. Despite our tight circumstances, Phil made us feel like there was hope for our situation and positive that things will look up into the future. Thank you Phil!"

Rachel, Under 35 19 Jun 2018

History & Qualifications CONTACT THE ADVISER

My qualifications
Awards
  • FPA Distinguished Service Award (2004)
Years of experience
  • 21 years total experience

My Videos CONTACT THE ADVISER

Promotional Video

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

25 Michell Street, Monash
ACT 2904 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 99% Positive Reviews
  • 96% Average Reviews
  • 181 Total Reviews
Sandra, 65+04 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Prior to my meeting I felt stressed but after the meeting I was made to feel that I was going to be ok!! "

Alex, 46-5527 Jun 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Phil helped us clarify our financial position (reassuring us that it was more positive than we thought it might be), and clearly laid out some workable ways ahead"

Rachel, Under 3519 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was amazing. Despite our tight circumstances, Phil made us feel like there was hope for our situation and positive that things will look up into the future. Thank you Phil!"

Louise, 46-5512 Jun 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Phil was very helpful in clarifying my financial choices in a simple, easy to understand way. "

lynne & Paul, 46-5506 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil's advice met our needs on the day. He also remembered us from our previous appointment, so this felt reassuring; that we were more than just a number."

Patrick, 46-5529 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We had a basic financial checkup (1 hr). Phil is very knowledgeable, explains very well, and gave very useful and balanced advice. I can only recommend his services. "

Vanessa, 65+24 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Listens, explains, doesn’t push. "

Andy, Under 3519 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"This was the first time we have worked with a financial adviser but Phil was able to explain things in a way that was easy to understand. We would definitely recommend him. "

Emma, 46-5517 May 2018
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Clear, helpful advice without a pushy sales pitch"

Neil, 46-5516 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am a new client and it was my first session with Phil. Phil took time to gather information and understand my personal circumstances and gave me some excellent advise. I certainly felt very happy with the session and looking forward to work with Phil in future."

Steve, 56-6510 May 2018
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Phil very clearly explained our current status and options for funding our future retirement. Phil made us feel comfortable and took time to step us through the discussion."

Dave, 35-4503 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was really adept at explaining concepts simply and was able to highlight what we could do to improve our position, as well as what we were already doing right. He made us feel like we were on the right track and gave us a simple path forward to follow, to help establish our financial security and offered up different options for review in the future. Overall I felt extremely comfortable that the advice I was receiving was fair, unbiased and professional."

Kate, 35-4517 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It was great that Phil also provides consultations via Skype - as I was not able to meet with him in person. His online booking service makes it easy to select a suitable time. He was knowledgeable about investment strategies and also provided some additional information for me to consider. It was helpful and provided clarity. "

Megan, Under 3510 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Proffessional, knowledgeable, very helpful. "

John, 56-6521 Mar 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"very knowledgeable, great service, easy to talk to"

Evelyn, 65+06 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My first meeting with Phil Thompson was very positive. I appreciated the independent nature of his practice, his professional approach and his knowledge in regard to product."

Sue, 56-6505 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sue 2912"

John, 46-5526 Feb 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Very positive and passionate about what he does. Provided good feedback with ideas on ways to improve our current status."

Helen, 46-5521 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was provided with clear, straightforward advice. Advice was in explained using plain English that a non-expert like myself could absorb and understand. Phil Thompson is certainly an expert in this field. he is also personable, respectful and highly professional. I would certainly recommend Phil to anyone seeking financial advice."

Kate, 65+16 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Felt very comfortable and confident with Phil's assessment and communication. He inspired confidence in his grasp of my circumstances and his suggestions for managing my transition to retirement."

1 2 3 4 5 6 7 8 9 10
       

Vouch for & Skills Ranking CONTACT THE ADVISER

6

Number of advisers who vouch for the integrity of this adviser

6

ROSKOW INDEPENDENT ADVISORY PTY LTD
ASPIRE FINANCIAL CONSULTING PTY LTD
FM FINANCIAL SOLUTIONS PTY. LTD.
HPH FINANCIAL PLANNING PTY LTD
INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
73
Customers

#2
Savings Investment
STRENGTH
67
Customers

#3
Building Super
STRENGTH
50
Customers

#4
Tax Effective Strategies
STRENGTH
27
Customers

#5
Managing Debt
STRENGTH
24
Customers

x

Overall rating

100%

Phillip Thompson

Company: Rise Financial Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Phillip Thompson is a member of and in what capacity, the licensee or company of Phillip Thompson and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Phillip Thompson (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 99%