Senior Financial Adviser/Partner
Phil’s career began in 1999 as a graduate accountant at Byfields, processing tax returns and financial statements for clients. A few years later, an opportunity arose to establish a financial planning division within the firm. Phil enthusiastically accepted the challenge.
He quickly realised that his passion was in working with clients to achieve their financial goals with superannuation, life insurances and investment plans. He built great relationships with his clients and he continues to get a “buzz” out of helping people. Phil was instrumental in the growth and development of the business, and he became a Partner in 2009.
Phil still loves to travel to the country areas to service clients, and regularly gets back to his childhood roots in Merredin where he was born and raised of farming parents. Good clean country air is something he always admires when travelling back home, and meeting new people is one of the highlights of the job.
He is married with 3 lovely children, and he enjoys his cricket, football and the occasional holiday break to remote Yaringa Station with the family.