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Phill Atkins

Phill Atkins

Authorised representative number: 000248828


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


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Financial Planning
Life Insurance
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.