Phil is a Private Wealth Adviser in the North Sydney office for the Shadforth Financial Group.
Phil holds a Bachelor of Commerce (Accounting) from the University of Western Sydney. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia. Phil also holds a Diploma of Financial Planning and an Investment Training College Certificate in Financial Planning.
Phil was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s in 2017 and 2018. He was also ranked in the top 50 financial advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2013. Phil commenced financial planning in 1996 in a Godfrey Pembroke practice in Sydney's CBD. In 1998 he was recognised by Godfrey Pembroke with an 'Outstanding Achievement' award and was offered partnership in 2001.
Phil provides advice to a wide range of clients with particular interest in helping time poor professionals and executives simplify their financial affairs and keep them on the 'optimum path' to achieve their financial goals and objectives.
Phil lives on Sydney's North shore with his wife and their four children. Away from work, Phil enjoys sport, with his main passions being cricket and golf. He is on the Committee of the Lindfield District Cricket Club, one of the largest cricket clubs in Australia and coaches two cricket teams for the club.
Thank you again Phil for your expert advice and diligence. Financial security means so much to us and we’re very privileged to have a very personable and professional relationship with you and your team.
Jennifer Leaver (client since 2012)