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
Personal Insurance
Superannuation Advice
Financial Planning
Wealth Management
Qualifications and Professional Affiliations
Associate Diploma of Business
Diploma of Financial Services
Certificate III Financial Services
Ethics and Professional Relationships
Industry Standard Education - RG146 specialist knowledge
Associations
No items found.
Competencies
Superannuation
Financial Planning
Life Insurance
Generic
Managed Investments
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.
