A Seasoned Professional
With over 30 year’s experience advising clients, Phil delivers a level of service and technical expertise developed through advising a range of client scenarios, including executives, business owners, family clients, pre-retirees and retirees. This knowledge is complemented by his experience as a partner of WB Financial in Subiaco, before its incorporation into Empire Financial Group.
Philip’s philosophy is to educate and provide clients with a holistic approach to financial planning. He provides security and confidence to his clients in wealth creation and retirement planning, incorporating cashflow, and investment portfolio management strategies that are designed to meet the individual’s lifestyle, financial needs and aspirations.
Philip holds a Diploma of Financial Planning and has undergone further qualifications in specialist advice areas such as Self-Managed Super Funds and Aged Care.
In addition to these certifications, Phil’s three decade plus commitment to client well being and service position him as a respected and trusted advisor.