The Chrysalis Team celebrated last Friday night as we welcomed Michael Price as Partner to the Company. A fun night was had by all.
Create the life you want
Create the life you want
Create the life you want
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.
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…
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!
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!
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.
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.
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 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.
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.
Create the life you want
Chrysalis Lifestyle Planning Pty Ltd
Suite 301, 7 Oaks Avenue
Dee Why NSW 2099
T (02) 9972 2633
This business is a Practice Member of the AIOFP, an Association that represents practices that are not owned or affiliated with Financial Institutions. The business does accept commissions from Risk and past Financial product. As a shareholder of Wealthtrac Pty Ltd., Chrysalis Trust is entitled to receive dividend payments. Chrysalis advisers also receive soft dollar benefits from time to time which are registered."