Phil has worked in the financial planning industry since 1996 and has been providing financial advice to clients since 1998.  In recent years Phil has featured in professional training videos and Phil’s opinion has been sought by journalists and industry associations wanting to know his views on issues facing the financial advice industry in Australia.  Clients tell us that Phil is a ‘rare find’.  He is able to communicate to clients in language they understand and cut through the complexity and jargon. He genuinely cares for each and every client and has a ‘whatever it takes’ attitude when it comes to protecting his client’s wealth and shooting for their goals.  Today Chrysalis is an award winning, independently owned advisory practice which employs a team of like-minded individuals all committed to making a meaningful difference in our client’s lives.

Personally

Post university the opportunity arose for Phil to take what he thought would be a short break from teaching to explore the world as a Long haul flight attendant with Qantas.  Phil then wanted to put his tertiary study and natural skillsets to work in order to make a contribution to the lives of others. So he embarked on a search that ultimately led him to a financial advisory career.  These days when not sitting behind the desk, Phil ‘s priority is his family, friends and his faith.  He is married to Silvie and has two daughters, Annika & Saskia.  He enjoys his fishing, tennis, 4WD adventures, overseas travel, fitness training and surfing.  Phil also serves at a community soup kitchen at his church in Manly, is a Justice Of The Peace and sits on the advisory board of a global children’s ministry organisation.  

Having spent 8 years in London and gaining experience as a Fund Manager, Mike is well positioned to impart his knowledge of investments with our clients in assisting them to better understand their wealth creation strategies. Armed with this knowledge, Mike is keen to use his experience to engage with clients and help them explore what is important to them so they can achieve the goals and life they desire.

Personally:

During Mike’s former years he spent many family holidays and boarding school ‘leave passes’ on the Northern Beaches with his extended family. These days Mike loves spending time with his family and friends, keeping fit by taking part in various cycling events, beach swims and triathlons, as well as being involved with surfing and Nippers at his local surf club in Mona Vale. Married to Sara and with two children, Isabella and James, he enjoys getting involved with his children’s extra curricular and sporting activities.

Over this time she has transitioned from managing the administration team into a financial advice role. Jo has thoroughly enjoyed this transition to an advising career and pushing herself to learn and grow as a professional. Jo is very much an instrumental part of the Chrysalis culture and loves working in a team environment where all opinions are valued. For Jo, going above and beyond for clients is all part of a service package which makes the Chrysalis experience personalised and unique in the marketplace.

Personally

Jo enjoys spending time with her family. She embraces the challenge that comes with juggling family life alongside a professional career. Jo also enjoys following various sports teams, in particular those that are close to her native culture – New Zealand. So whenever the All Blacks are contesting the Wallabies there is sure to be constant banter in the office!

Mark has worked in the financial planning industry since 1997.  During this time he held a number of specialist and senior roles across leading wealth businesses including Macquarie Bank, BT, MLC and IPAC.  For over a decade he was responsible for the training and support of financial advisers with advice strategy, legislation and associated regulation.  This broad experience provides him an ideal foundation for his clear and simple approach, which supports clients to articulate their personal and financial goals and then working together to lay out the path on how to achieve them.

Personally

Mark has a passion for people, travel and sport.  He loves spending time with his wife Di and their two boys, Jed and Kye (who strangely enough have the same passions as their dad!).  So whether it’s hanging out with friends and family, trekking somewhere new, surfing, skiing or at the gym, he’s always quick to offer a smile and say ‘hi’.

With her strategic thinking, vast client service experience and communication skills; she continues to support our Lifestyle Planners to help our clients create the life they want.  She enjoys working closely with the Chrysalis team off site. 

Personally
At home Justine’s biggest accomplishment is bringing up five daughters.  Supported by her husband Troy, they have mastered the art of juggling their work and personal lives. Justine loves the beach and her favorite things in life are family holidays…..as many as possible. Her greatest sporting achievements include skydiving, white water rafting and a hole in one.

Just to prove he was an exciting guy, he also obtained the qualification of Chartered Accountant as well as a Masters Degree from UTS. He put these skills to good use in the accounting world for around 20 years where he worked for a number of major accounting firms before he established his own successful practice. Peter saw the light and joined Chrysalis a number of years ago and has been intimately involved with Chrysalis’ growth and development since then.

Personally

Away from the office, Peter enjoys spending time with his family and friends. He particularly enjoys watching his kids play sport as well as the family connections that it creates. When he has time to himself he enjoys cooking, cycling, fishing and flying planes. He loves to explore other places which could be anything from camping to overseas travel.

Janet also really enjoys catching up with our clients at social functions organised by Chrysalis.  Working closely alongside the Client Service Manager, Janet deals directly with fund managers, banks, insurance providers and Centrelink on behalf of clients.  Janet’s keen sense of humour keeps the office environment light hearted and clients entertained. Given that she loves a party, she is also in charge of arranging client and staff social events.

Personally

Janet is married to Stuart and they have 3 adult boys whom they are very close to and still enjoy each other’s company.  Her interests include doing charity work at St Matt’s soup kitchen in Manly, spending time in the Blue Mountains bush walking and travelling to interesting and ‘off the beaten track’ overseas destinations. 

Her love of Science and an inquisitive mind then led her to take up studies in Biology and in turn to an interesting job working as a Lab Technician in a Research Laboratory.

Some years later, an opportunity arose to purchase and co-manage an Automotive Smash Repair business. Roz happily ran the Smash Repair office for many years before commencing her current Client Services position with Chrysalis Lifestyle Planning.

Personally

Roz has grown up on the Northern Beaches and loves the relaxed outdoors lifestyle.

She enjoys spending her leisure time dancing, listening to live music and socialising.

Roz’s adult son and daughter share her appreciation for fine food and together they seek out new restaurants to enjoy.

Always up for a challenge Roz has recently gained her Motorcycle Riders Licence and has re-learnt to snow ski.

Dani has recently relocated back to the Northern Beaches with her husband and two small kids after spending 8 years in sunny Queensland.   On the weekends Dani enjoys bushwalking, bike riding with the kids and watching a great game of footy.

This has been a great asset to Chrysalis when designing the; office, branding, marketing, website, special projects and client packages. When Silvie is not flying she supports the team at Chrysalis in various roles from housekeeping to recording file notes.

Personally

Growing up in Germany, living in London and finally settling in Australia has given Silvie a global perspective on life. She has a passion for anything creative, especially design and painting. She loves family time at home with her husband Phil and their two beautiful daughters Annika and Saskia. All of them enjoy entertaining at home and frequently have a bunch of people around. As a family they like traveling together and catching up with Silvie’s relatives in Germany. As a community project Silvie teaches scripture in the local primary school.