MBA, AdvDipFP(FS), DipFP(FS), FChFP, RM
Group Head of Compliance & Professional Development
In 2005 Phil started his career in financial services. In 2006 he entered a financial adviser development program at a large privately owned financial advising company. After progressing through to a financial advising position, he was then asked to return to the development program to manage it nationally and over the next five years oversaw substantial growth and business success. Phil then commenced an education position at a government superannuation fund which saw him presenting many investments, superannuation and retirement seminars across the state. In 2012 he then started a management position at Future Assist as head of training and their financial adviser development program which grew rapidly and produced a large number of industry leading financial advisers. In 2018 Phil was promoted to the head of compliance and training and in 2019 was added the groups human resources responsibilities. Phil is also a director for Future Assist Financial Services Group and a responsible manager on their Australian Financial Services Licence. Phil loves spending any spare time with his wife, two children and dog Tommy. He likes boating, camping, NRL and having a beer with friends.