SPECIALISATION
Investment
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Advice
Retirement
Planning
Planning
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Tax
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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
Advice
Retirement
Planning
Planning
Super
Tax
Planning
Planning
Sydney
TEAM
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.
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Key Considerations for Property Investment in Superannuation
Superannuation is there for
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Quarterly Economic Update
This update covers global inflation, interest rates, and market volatility, with central banks adjusting to manage risks.
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