Sub-Authorised Representative No. 411649
Sub-Authorised Credit Representative No. 481686
Ph 07 3721 4442
Phil transitioned to the Financial Planning industry after spending 7 years with the Royal Australian Air Force (RAAF). During his time with the RAAF he was deployed to various locations within Australia and abroad. He decided to become a Financial Adviser after seeing one himself and was impressed how they developed a plan to achieve his goals. Phil completed his Diploma of Financial Planning while in the RAAF and has since earned his Master of Financial Planning, Self Managed Superannuation Program and Certificate IV Finance and Mortgage Broking. In 2009 Phil completed his transition to a Trainee Adviser and progressed to become a Financial Adviser shortly after.
Phil is keen to understand what clients want to achieve and help them make decisions to allow them to get there the way they want.
Outside of work Phil enjoys staying active by playing soccer, golf and general fitness. Phil is still an active member of RAAF Reserve and enjoys spending time with family and friends when he has some down time.