In this role, Phil is responsible for leading the state team and creating an environment that facilitates the smooth delivery of our advice services.
Phil is a Chartered Accountant, with 30 years' experience spanning the accounting profession, commerce and financial services including various financial, customer service and operational management roles with KPMG, Shell and National Australia Bank. Phil joined Guest McLeod (a founding firm of Shadforth Financial Group) in 2006 as General Manager.
Phil holds a Bachelor of Business Studies degree, a Graduate Diploma in Financial Planning (FINSIA) and a Graduate Diploma in Change Management (AGSM). Phil is a member of the Institute of Chartered Accountants in Australia.