Phill Atkins
Adviser
I believe the key to helping clients achieve their financial goals is through providing quality advice that is easy to understand.
With more than 20 years of experience in the Financial Planning industry, Phillip has developed a comprehensive range of skills that takes the difficulty out of planning for your future, whether this be identifying your financial goals or developing the solution to get you to where you want to be. Phillip specialises in Financial Planning and wealth protection.
Investment Style
Phillip focuses on long-term wealth creation and portfolio management tailored to each client's particular circumstances. He will explain investments to you simply and deliver sound investment strategies tailored to your individual goals and risk profile.
Services and Specialties
Financial Planning
Superannuation Advice
Wealth Management
Personal Insurance
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Associate Diploma of Business
Certificate III Financial Services
Diploma of Financial Services
Industry Standard Education - RG146 specialist knowledge
Associations
No items found.
Competencies
Life Insurance
Financial Planning
Generic
Managed Investments
Superannuation
I have a contractual arrangement wth MHP Capital Pty Ltd which operates the business of Morgans Financial Limited - Holland Park. As a contractor I will be remunerated as your adviser by way of percentage of fees.
