SPECIALISATION
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
Tax Planning
Tax
Planning

Phil
Sheridan

Senior Financial Planner
Sydney
New South Wales
IN THEIR OWN WORDS

With over 30 years of experience in financial advice, Phil is passionate about helping his clients by listening, understanding, and providing the right solution for their retirement needs.

Qualifications and Memberships

  • Bachelor of Business
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia
SPECIALISATION
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
Tax Planning
Tax
Planning

Latest
Insights

Financial Markets Update: September

The US Fed's unexpected rate cut suggests a move toward more easing in 2024-2025. However, with the economy still strong, future cuts may be smaller, even as global cash rates continue to decline in various regions. READ MORE...

Quarterly Economic Update

This update covers global inflation, interest rates, and market volatility, with central banks adjusting to manage risks. READ MORE...

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