Your Chrysalis Team have been chosen as finalists in the ‘IFA Self Licensed Firm of the year’ award for 2021. This is our second year in a row. Winners are announced on November 17 at the Four Seasons Hotel, Sydney. We are wrapt to receive this honour again. We don’t do what we do for…
Your Chrysalis team are very excited to have been announced as 2020 finalists by the IFA (Independent Financial Adviser publication) for Self-Licensed Financial Planning company of the year! This finalist nomination is a great industry honour. We would like to recognise and thank all the staff at Chrysalis Lifestyle Planning for their professionalism, pursuit of…
After 15 great years flying as a Qantas long haul flight attendant, I wanted to move on to a new career where I could make a genuine difference to people’s lives using my qualifications, talents and experience. So in 1996, after further tertiary study, I took the opportunity to begin a financial planning business. Having…
Phil and Mike attend the global chief economist forum in Sydney where they heard comments from chief economist from around the world. While the coronavirus was a topic of conversation, almost all economists were somewhat upbeat for the 2020 year, with shares being the investment of choice. However, it was acknowledged that company valuations are…
The Chrysalis Team celebrated last Friday night as we welcomed Michael Price as Partner to the Company. A fun night was had by all.
Thank you to the Chrysalis clients that enjoyed themselves over the water at the beautiful Manly Skiff Club catching up with friends new and old. Over 100 clients joined the Chrysalis team for a fantastic night.
The Chrysalis team has done it again…..taking out the top award for National Advice Dealership of the Year. Congratulations to the entire Chrysalis team and thank you to all our wonderful partnered clients for your part in contributing to this award.
Here’s a wonderful story about the legendary Australian Cricketer Neil Marks. Neil is a new client to Chrysalis in 2018. Sydney Morning Herald – Neil Marks
October 2018 Phil and Silvie joined 50,000 of their best friends today to complete a 27 km walking circuit around Sydney crossing over 7 bridges in the process. The Cancer Council does great work in funding the fight against this terrible disease.
October 2018 Hamish Douglass, Co-founder and Chief Investment Officer for Magellan and a former CIA assistant director presented to over 1000 financial advisers in Sydney about the effect that Donald Trump is having on world economics. They talked about trade wars between the US and China and the big push from China to take their…
October 2018 Phil and 4 other key stakeholders from the financial planning industry meet with 9 MPs and the Assistant Treasurer Minister Stuart Robert at Parliament house to discuss educational standards designed to make financial planning a profession equal in standing to accounting and law. Under the current set of new requirements, almost all…
Phil & Silvie are doing the 7 Bridges walk to raise money for the Cancer Council with the added bonus of having fun and keeping fit. We would love clients and friends to join us. Feel free to donate to this great cause via the below link. 7 Bridges Walk Information
June 2018 We all love working with Jo. Congratulations to you Jo and thank you for many years doing an awesome job looking after all our wonderful clients.
Gary, Mike & Phil recently attended an invitation only event held in Sydney. Mental health and the Banking Royal Commission were the key topics covered. The Guest speaker was the very interesting and quirky 2017 Gold Logie Award winner and 2017 Victorian of the year – Sam Johnson.
Phil attended an invitation only masterclass course in financial planning and professionalism at Cambridge University. Meetings were also held with fund managers and financial planner licensees in London to discuss ideas to deliver even greater value to clients and where the industry maybe heading in Australia based on the UK experience.
Once again a fabulous evening at the Manly Skiff Club for our annual Chrysalis Lifestyle Planning Christmas party. Thank you to all our lovely clients that attended the evening. We hope you had a great Christmas and New Year and may you all have a fantastic 2018. Watch the video from the night here…
Phil takes out the “Gold Dealer Inflows” Excellence Award for 2017. Thanks once again to the Chrysalis team for an outstanding effort this year. Left to right: Phil Windsor, Mike Price, Gary Pike.
The growing team at Chrysalis were recently hosted at Café Sydney and recognised for achieving a significant industry milestone. The awards luncheon recognised the growth rate and maturity of the Chrysalis Lifestyle Planning business in the industry as it turns 10 years old on 6 September! We thank you all for your support and look…
We are always here to help our Chrysalis family in any way we can. Here is a heartfelt email that was sent to me this week. THANK YOU At the start of this year my entire world crumbled. I lost my best friend (my horse – Coops) and my passion in one hit. I thought…
Along with about 100 licensees Phil attended a financial planning conference in Tokyo. Presentations were made covering topics such as economic updates, government regulation changes, new superannuation rules, trends occurring across the globe in advice for clients. Phil was also invited to attend briefings and tours at two huge Japanese financial firms who are now…
Phil & Mike attended a jam packed event in the Ballroom of the Westin Hotel in Sydney where 1000 advisers heard from some of the sharpest minds and economic experts shared their views about the state of the world, markets and what is in store for 2017 in planet Trump!
Phil takes the ‘Runner Up’ award for the Wealthtrac Advisor of the Year. Thanks once again to the Chrysalis team for all their efforts this year.
Clients spent a lovely evening over the water at Manly enjoying a glass of bubbly and meeting new and old friends.
Thanks to your votes and feedback, Beddoes Institute has recognised Phil as one of the top 1% of Australia’s Most Trusted Advisers and included him on their ‘invitation only’ public website. On some of the metrics, Beddoes Institute advised that Phil’s results were equal to or higher than the highest marks they have ever recorded…
Phil attends the annual National gathering of financial advisors in Canberra. Meetings were held with politicians, clients and product manufacturers. We were briefed on the Government’s planned legislation changes for Australians regarding superannuation and life insurance. Studies have also been undertaken of advice businesses in other countries to learn how best to provide services to…
Mike & Phil attended a Commsec seminar in August to get an economic briefing from Craig James -Commsec Chief Economist and to hear about striving for excellence from Michael Clarke – Former Australian Cricket Captain and Legend!
Congratulations to Jo, Pete and Ariki on the safe arrival of Baby Eve. Born 5 weeks early on 24th July 2016 at 1:57am and weighing 2.660 Kgs, both Mum and Bub are doing well!
Janet completes 10 years of service looking after client requests and keeping the team entertained. Thanks for your wonderful contribution Janet. We hope you have another 10 in you!!
The staff chose to climb the Harbour Bridge for this year’s team challenge. What a beautiful vista we have on Sydney Harbour
Phil wins yet another Advisor of the Year Award for 2015 at the annual awards function
Phil attends the largest financial planning conference in Australia held by the Association of Financial Advisors (AFA). Many excellent contacts were made and great initiatives bought back from here for our client’s benefit.
Phil attends a Licensee Conference with other independently owned practices in Fiji. Discussions relating to new legislation were conducted.
Phil attends a conference for Independently Owned Financial Advice practices with AAP in Shanghai China where he met Chinese business people keen to partner with Australian business and heard from Fund Managers on the ground about the Chinese growth story.
Phil attends an Ausbil Roadshow to stay informed on developments in Australia’s Economy and the Results of Ausbil’s funds
Phil chosen to represent Independent Advisors in discussing the Future of Financial Advice with Government – Bernie Ripoll MP
Jo volunteering time to Lifeline Northern Beaches at Balgowlah Bunnings over the Christmas Break – December 2014
Lisa Gordeno, Ken Jones, Bill and Nina Sim Jed and Kylie Stewart Silvie Windsor and Robin Dunn David, Caron and Corey Stevenson Nick Bana Diana Hollway and Peter Francis Diane and Noel Price
Associated Advisory Practices Conference for Independently Owned Licensees – Queenstown NZ August 2014
Phil and Justine meet with the 2 new Federal Ministers at Parliament House in Hobart to discuss the new legislation and how it impacts clients. Senator Arthur Sinodinos
An AFA Keynote Speaker – Mr Mark Bouris of ‘Yellow Brick Road Wealth Management’ and the televised Australian version of ‘Celebrity Apprentice’ giving an inspiring talk about some of his pinnacle experiences/issues in business and how he has managed these, including dealing with Kerry Packer.
Janet, one of the Chrysalis ‘A Team’, serving homeless and under privileged people at a Soup Kitchen in Manly. Janet has been serving awesome meals out of that kitchen for over 3 years and still going strong!
Phil attends the AIOFP Offshore Conference for Independent Licensees held in Singapore and Cambodia At the amazing Angkor Wat Temple in Cambodia. A day of feeding the Khmer orphan children.
Congratulations to Justine on the arrival of her new born baby girl! Indigo Sienna Kate Kitto was born on 15 November 2012 at around 5pm. She was just over 8 pounds. Both Justine and the beautiful little baby are well and happy to be looking at each other face to face!
Phil attended the AIOFP (Association of Independent Owned Financial Professionals) national conference in Adelaide. Phil meets with the Shadow Minister for Financial Services, Senator Mathias Cormann, at Parliament House during the Association of Independently Owned Financial Planners National conference in Adelaide to discuss new legislation due for rollout next July and its impact on clients….
Phil is interviewed by Kaplan for a technical summary of how parts of Centrelink and Department of Veteran Affairs works for the purpose of professional education for financial advisers Australia wide.
Phil attends AFA National Conference – Gold Coast and spends 4 days mixing with some of the best minds in the industry and hearing about initiatives designed to deliver better outcomes for clients. Phil meets with the legendary Max Walker at the AFA National Conference for the launch of his new book and…
Phil is invited as a guest speaker to address an audience of senior financial advisers at an Associated Advisory Practices conference at the Hunter Valley on market leading initiatives in running a client-centric financial planning practice.
Phil attends the National Licensee Conference in Bangkok with the Association of Independently Owned Financial Planners. Leading advisers were presented with updates on markets and new legislation by leading economists in the industry. A client service think tank session was also conducted to share ideas on delivering further value to clients.
Phil presents a seminar to Centrelink clients on the topic of finding a quality financial planner.
Congratulations Jo and Pete on the arrival of their new baby boy Ariki! Born on the 25/01/2012, weighing 7.14 pounds and 52cm long.
Phil wins ‘Advisor Excellence’ award at the Wealthtrac Awards function!
Phil attended the AFA conference held in the Gold Coast Oct 2011.
Our Client Services Manager, Jo and her husband Peter are expecting their first child due in January 2012! They are looking forward to the new addition – not so much the lack of sleep that comes along with it.
Phil receives ‘Top Inflows Advisor’ award for 2010, at the Wealthtrac Awards function.
Phil was featured in a recent edition of the magazine in an article which profiled his career attributes and those of Chrysalis, establishing him as one of the premium independently owned licensees in Australia.
Phil meets the Deputy Governor of the Reserve Bank of Australia, Dr Phillip Lowe, at a closed boardroom luncheon with a few selected members of the Association of Independently Owned Financial Planners (AIOFP) to discuss the economic future of our nation.
