Phil is co-owner of Lift Wealth with Leah Hall. Together with the rest of the financial planning team, they provide specialized goals-based financial planning advice to their clients.
Lift Wealth is a united business between Lift Accounting and Hunter Financial, which ensures that we provide outstanding service to each client.
Phil is the Managing Director and a Financial Advisor at Hunter Financial. He Graduated from the University of Newcastle in commerce and was also employed by PricewaterhouseCoopers (PwC) in Business Services. He transitioned into Financial Planning and started Hunter Financial in 2004 with the goal of providing holistic strategic advice to individuals and families.
Phil specialises in:
- Values and Goals-based financial planning
- Superannuation and Retirement Planning
- Self-Managed Superannuation funds
- Wealth Creation and Investing
- Personal insurances
- Estate Planning
- Investment Gearing Strategies
- Collaboration with other professionals, such as accountants and lawyers.
Authorised Representative number 000252870 of Count Financial Limited
