Phillip is a Senior Private Wealth Adviser with over 14 years of experience in the financial services industry, including over a decade dedicated to advising clients at Ord Minnett. He provides strategic and high-touch investment advice tailored to the unique needs of high net worth and ultra-high net worth individuals, families, self-managed super funds (SMSFs), and charitable foundations.
Phillip delivers high-quality and strategic investment advice across a comprehensive range of asset classes, encompassing Australian and international equities, fixed interest instruments, derivatives, and sophisticated cash management solutions. He also possesses specialist skills in portfolio construction and strategic asset allocation, complemented by deep expertise in navigating the complexities of superannuation, comprehensive retirement planning, and effective risk minimisation strategies. Phillip’s profound understanding of financial markets is further enhanced by a strong and consistent track record in both building and diligently preserving wealth for his clients through the implementation of carefully tailored investment strategies.
A key focus within Phillip’s practice involves the intricate management of intergenerational wealth transfer, where he collaborates closely with solicitors, accountants, and charitable foundations to ensure beneficiaries are well-supported through often sensitive and significant transitions.
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