ASIC Registered AFS 000379644
Phil's career in the financial services industry spans over 25 years. During that time Phil has owned his own practice, been a Director of a mid-tier accounting practice and most recently was the State Manager of a boutique wealth management business catering specifically for high net worth clients. Phil also consults to other financial practices in the industry.
Throughout these roles Phil's focus has been on private client advice and meeting the varied needs of clients at all stages of their financial journey.
Specific experience Phil brings to THOMPSON PARTNERS will include:
- An intimate knowledge of the industry structure and mechanisms to deliver advice to clients. We believe that this will assist us in making our business and service
- delivery to you even more efficient over time.
- High level investment experience – at Centric Wealth, Phil sat on the Group's Investment Committee with seasoned investment professionals and oversaw the management of some $4.5B in Funds under Advice
- A needs based focus on strategic financial planning that informs the construction of your investment portfolios.
Phil is a Certified Financial Planner (CFP) who has a Masters in Applied Finance (MAppFin), and a Diploma in Financial Planning. Phil is married to Maria, has two teenagers and lives locally.
Marvin has been with THOMPSON PARTNERS since 2016 and has completed his Diploma of Financial Services and is currently completing a Masters in Applied Finance (MAppFin) with a focus on Investment and Portfolio Management.
Liane has recently joined THOMPSON PARTNERS and provides client support and administration services . Liane has over 30 years financial services administration experience.
Maria has been with THOMPSON PARTNERS since 2014 and is a Chartered Accountant. Maria provides client support services to all of our valued clients.