Create the life you want
Create the life you want
Create the life you want
As the Senior Financial Advisor, Certified Financial Strategist, Licensee & Director of Chrysalis Lifestyle Planning, Phil is responsible for the day-to-day operations of the company and it’s compliance with the law. He is also responsible for client advice, strategy implementation and portfolio monitoring.
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.
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.
Mike has worked in financial services since 1997 which has enabled him to gain a wealth of knowledge and experience across investment markets, both locally and overseas.
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.
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.
One of Jo’s many gifts lies in her ability to engage and communicate with clients of all ages. Jo understands clients’ needs and has mastered the art of translating technical strategies into plain English. Jo has worked in the financial planning industry since 2006 and alongside Phil since 2008. She holds an Advanced Diploma in Financial Planning.
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.
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!
With over 20 years’ experience across the breadth of the Australian Financial Planning industry, Mark’s passion is to make the complex simple and help clients to achieve their financial peace-of-mind. Mark decided that if he is going to make a lasting and positive difference in people’s lives he needed to leave the ‘corporate’ world in order to work closely with his clients and their families.
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.
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’.
Researching, planning and designing financial strategies are among Justine’s very broad technical skillset. As a Certified Financial Planner, Justine has over 26 years of experience providing para planning services and advice to clients.
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.
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.
Peter is the Practice Manager at Chrysalis and is responsible for the day to day compliance issues that exist in the financial planning industry along with a whole host of other exciting stuff that no one else wants to do! Peter obtained a Bachelor of Business Degree with a major in Accounting from UTS.
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.
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 joined Chrysalis in 2006 and is Phil’s longest serving employee. She works part time and ensures our clients receive prompt personal care. Janet attends to the timely solution of client admin enquiries by seeking the assistance of the many relationships she has built in the industry and in cooperation with the relevant Chrysalis advisor.
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.
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.
Roz’s introduction into the world of finance began with her very first job as a Customer Service Officer/Teller with the ANZ Bank.
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.
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 joined the Chrysalis team in May 2017 as front desk client services. Dani has had experience in various roles including Customer Service, Bookkeeping and Marketing. She enjoys meeting clients face to face and is always available for a friendly chat.
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.
Silvie has completed hospitality qualifications in Germany and works part time as a flight attendant. This has given her experience and understanding in how to deliver exceptional service to clients. Silvie has always had a passion for design and completed an interior design diploma.
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.
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.
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."