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 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.
US Election observations Once again election polls and markets have been confused by voters reaction to major events. The UK Brexit vote in June also saw voters turn against the establishment. The result of Donald Trump being elected as President confirms that voters are looking for change and not prepared to accept the established view….
A new study has found that while a majority of Australians feel unprepared for retirement ….. ….. those who engage a financial planner are three times more likely to feel confident about their retirement nest egg. The Australia Today white paper, released today by MLC in partnership with research firm IPSOS, explored the…
Among the pitfalls of saving and investing for retirement is to mislead ourselves about the true state of our finances. An almost textbook example can involve the self-employed. Most of us must have heard small business owners from time to time say things like: “My business is my super”. Their intention is, of course, to…
Growing consumer confidence and easing political tensions have seen a rebound in markets, according to AMP Capital chief economist Shane Oliver. While there are still some “near-term uncertainties
Now we’ve reached the middle of the year, it’s a good time to take stock of the global economy and financial markets. We seem to have recovered from the significant volatility and depressed sentiment we saw earlier this year. But despite this improvement, we would advise investors to remain vigilant because there are still potential…
ANTHONY KEANE, News Corp Australia Network July 30, 2016 A REBOUND on the sharemarket has delivered Australians strong investment gains, but many mum-and-dad investors are missing out on much of the windfall. Shares have shrugged off the worries of last month’s Brexit vote, and a News Corp Australia analysis found that more than half of…
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!!
One independent Australian research house has cautioned SMSF investors on the “tough times ahead
Phil wins yet another Advisor of the Year Award for 2015 at the annual awards function
Phil attends a Licensee Conference with other independently owned practices in Fiji. Discussions relating to new legislation were conducted.
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
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
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 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 attended the AFA conference held in the Gold Coast Oct 2011.
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.
