Dip. Fin Planning
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, small 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 specialises in wealth creation and retirement planning, incorporating cashflow, and asset management strategies that are designed to meet the individual’s lifestyle, financial needs and aspirations.
Philip has a Diploma of Financial Planning and is also a Member of the Financial Planning Association of Australia. Phil has further qualifications specialist advice areas such as Self-Managed Super Funds and Aged Care.Message Us