Bryan Phillips Email & Phone Number

Melbourne, Australia

Melbourne, Australia

Tideways is a leading and ethical Owners Corporation management company seamlessly managing the often complex needs of property developments, subdivisions and individual corporations. Covering metropolitan Melbourne, the company guarantees standards of service excellence to small, medium and large sized property owners. Clients receive peace-of-mind in the knowledge that Tideways are experienced in and dedicated to best practices in the ongoing management and maintenance of apartment… Show more Tideways is a leading and ethical Owners Corporation management company seamlessly managing the often complex needs of property developments, subdivisions and individual corporations. Covering metropolitan Melbourne, the company guarantees standards of service excellence to small, medium and large sized property owners. Clients receive peace-of-mind in the knowledge that Tideways are experienced in and dedicated to best practices in the ongoing management and maintenance of apartment buildings, townhouses and commercial properties. Show less

Melbourne Area, Australia

Super Search helps Australians take control of their Superannuation. There is over 19 billion dollars in Lost Super out there.. we aim to help you locate your lost and inactive super accounts and consolidate them into the fund of your choice. Super Search takes the pain out of finding and consolidating your inactive and lost Super accounts. In addition to contacting the ATO, we go as far as contacting your past employers to retrieve your lost money and unlike other financial… Show more Super Search helps Australians take control of their Superannuation. There is over 19 billion dollars in Lost Super out there.. we aim to help you locate your lost and inactive super accounts and consolidate them into the fund of your choice. Super Search takes the pain out of finding and consolidating your inactive and lost Super accounts. In addition to contacting the ATO, we go as far as contacting your past employers to retrieve your lost money and unlike other financial companies, Super Search is not institution owned. This means we provide an honest and unbiased comparison of Australia’s leading Super funds. What’s more, you can contact us at any time. Show less

Melbourne, Australia

Associate Adviser at WHK Financial Planning Melbourne. I am working with a Pricipal Adviser providing tailored and professional wealth management solutions to our clients.WHK is the 5th largest accounting business in Australasia (Source: BRW).We are the largest provider of accounting and related services to small medium enterprises (SME) and high net worth clients. Our focus is on providing total financial solutions to clients through ten core services. Building… Show more Associate Adviser at WHK Financial Planning Melbourne. I am working with a Pricipal Adviser providing tailored and professional wealth management solutions to our clients.WHK is the 5th largest accounting business in Australasia (Source: BRW).We are the largest provider of accounting and related services to small medium enterprises (SME) and high net worth clients. Our focus is on providing total financial solutions to clients through ten core services. Building trusted client relationships through responsive, reliable and practical advice ensures that our clients receive better advice for a better life.WHK has a significant network of firms across Australia and New Zealand comprising of:- 19 major accountancy firms, with a specialist financial services division in each Australian firm; - Including Crowe Horwath offices in Sydney, Brisbane, Perth and MelbourneWHK employs nearly 3,000 leading people throughout six Australian states and both islands of New Zealand. WHK also provides quality services to over 200,000 clients through its network of over 100 offices. WHK is a member of Crowe Horwath International, one of the top 10 global accounting affiliations. This affiliation ensures we have access to world wide best practice that we combine with strong local knowledge – giving our clients advice they can rely on. Show less

Crown Wealth Management is a boutique AFS Financial Planning firm associated with Crown Lending. Crown Wealth offers a holistic financial planning offering to it's clients ensuring a high level of personalized and customized advice. Our goal is to truly understand our clients needs and objectives before making any recommendations. We pride ourselves on being independent and are constantly on the lookout for best of breed products to present to our clients.

I worked for Integrated Financial Solutions for close to five years. I joined the firm as a junior para-planner before being promoted to senior para-planner. After 2 years in this role I gained my RG 146 accreditation and became an Authorised Representative. I gravitated towards the investment side of the business and joined the investment committee. I was responsible for researching new products and monitoring our current internal APL. Specialising in structured products and direct… Show more I worked for Integrated Financial Solutions for close to five years. I joined the firm as a junior para-planner before being promoted to senior para-planner. After 2 years in this role I gained my RG 146 accreditation and became an Authorised Representative. I gravitated towards the investment side of the business and joined the investment committee. I was responsible for researching new products and monitoring our current internal APL. Specialising in structured products and direct equities through Self Managed Super Funds I ran investment seminars and provided day to day contact with our high net worth clients.Towards the end of my career at Integrated I was asked to join the Corporate Super Tender team and met with Policy Committees and management to review their corporate super funds and underlying default funds. Show less

Advanced Diploma Of Financial Services - Financial Planning (Adfp)

Conduct complex financial planning research Provide technical & professional guidance Determine client requirements & expectations.

Self Managed Superannuation Funds Course, Financial Planning And Services

Invest Self Managed Super Fund assets Support trustees in the selection and performance monitoring of outsourced services Provide advice.

Diploma Fs (Fp), Financial Services

Bachelor Of Commerce, Finance And Electronic Commerce

Secondary Schooling, Primary And High School