Phil has 25 years' experience in the accounting and financial services industries. He offers his clients financial planning advice covering, but not limited to, portfolio management, investment, superannuation, retirement planning and tax planning..
He also provides tax and accounting advice to a wide spectrum of clientele including small business and high net worth individuals.
Southern Cross Financial has been involved in various capital raisings including the sub-underwriting of junior company floats, property syndications and managed investment schemes.
Phil provides a wide range of services for individuals and businesses from both a compliance and financial advisory point of view. He has an extensive network of associates and is a member of the Association of Financial Advisers and CPA Australia.
Philip holds a B Comm Acct and Diploma of Financial Services (Financial Planning). He is also a Certified Practicing Accountant (CPA).