Retirement and Estate Planning
Wealth Management
Self-Managed Super Funds
Financial Planning
Superannuation Advice
Stockbroking
I believe adopting a holistic approach when providing wealth management advice will assist in providing better outcomes for my clients over the longer term.
Phil commenced his career in the financial services industry in London in 2000 after graduating from the University of Tasmania. He has developed his skills in both maintaining client relationships and navigating complex financial strategies and markets. Phil is fully qualified to provide financial advice and holds a Bachelor of Commerce Degree, and a Graduate Diploma in Financial Planning.
Investment Style
Phil will choose underlying investments which meet his strict investment parameters around value, price, credit worthiness and a history of shareholder returns. Phil is a great believer in setting goals and working with his clients to work towards achieving their financial objectives on an ongoing basis.
Services and Specialties
Retirement and Estate Planning
Wealth Management
Self-Managed Super Funds
Financial Planning
Superannuation Advice
Stockbroking
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Managed Investments
Life Insurance
Securities
Financial Planning
Derivatives Level 1
Superannuation
Margin Lending
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me by way of percentage of fees. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.
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