By making the right financial planning and investment decisions, Phillip gives his clients – and their families – choice and security.

With a BA in Philosophy & Psychology and a Post-Graduate Marketing Degree, Phillip has been an adviser since 1995, working with a range of business owners and the self-employed. After taking the Diploma in Financial Planning in 2013 Phillip is now a Certified Financial Planner, the only globally recognised mark of excellence in Financial Planning. His main focus is on helping them achieve – and then protect – their desired lifestyle, often through the use of sophisticated planning software.

Away from work, Phillip enjoys spending time at home with his wife and two young daughters as well as a wide range of sports including motorcycling, golf, cricket, rugby and snowboarding. He’s also an active member of several charitable organisations and coaches his oldest daughter's hockey team.