Private Wealth Adviser
Phil emphasises the importance of a team-based philosophy in combining Portfolio Management, Financial Planning and Portfolio Administration to create a comprehensive, bespoke financial solution for each client. The aim of this unique operating model is to deliver true value by allowing clients the time to focus on the important aspects of their lives, comfortable in the knowledge that their financial affairs are being professionally managed.
Beginning his career in Melbourne trading stocks on London and US markets, Phil returned to Perth with his young family in 2004 and spent the next ten years with Macquarie Bank before joining Entrust in 2014. Phil’s knowledge and respected position within the investment community is reinforced by his regular guest appearance for various news outlets and weekly commentary on ABC radio.
Primarily a Private Portfolio Manager, Phil covers a full range of investment options, including Australian and international listed shares, bonds and high-yielding income investments. Phil’s knowledge and experience is complemented by his support team’s extensive background and skills in financial and strategic planning. Phil works with a wide range of individual clients whose primary goal is to have a focus on protecting and accumulating wealth, are typically time poor and prefer not to manage the day to day operations of their personal wealth.