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Harold Upton Email & Phone Number
Managing Director and Senior Strategist
at
Phoenix Wealth Consultants
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director and Senior Strategist
Location
Sunshine Coast, Queensland, Australia
Company size
Who is Harold Upton? Overview
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Quick answer
Harold Upton is listed as Managing Director and Senior Strategist at Phoenix Wealth Consultants, a company with 5 employees, based in Sunshine Coast, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Harold Upton.
Harold Upton previously worked as Managing Director & Senior Strategist at Phoenix Wealth Consultants and Senior Pyrotechnician at Act Fireworks. Harold Upton holds Honours, Science from The Australian National University.
Company email context
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Phoenix Wealth Consultants
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Profile bio
About Harold Upton
I have over 32 years experience helping everyday Australians make informed choices to create wealth and improve their financial position.I have worked as a qualified licensed professional in financial advice, financial planning, investment advice, wealth creation, tax minimisation, negative gearing, finance structures, and residential investment property.
Current workplace
Harold Upton's current company
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Phoenix Wealth Consultants
7 roles
Harold Upton work experience
A career timeline built from the work history available for this profile.
Managing Director & Senior Strategist
Current
Phoenix Wealth Consultants
Sep 2000 - Present
Senior Pyrotechnician
Current
Act Fireworks
May 1992 - Present
Managing Director & Senior Strategist
Phoenix Property Consultants
I have over 32 years experience helping everyday Australians make informed choices to create wealth and improve their financial position.I have worked as a qualified licensed professional in financial advice, financial planning, investment advice, wealth creation, tax minimisation, negative gearing, finance structures, and residential investment.
Sep 2000 - Sep 2022
Regional Manager
Monitor Money Corporation
Responsible for the day to day management of over $30 million dollars of private client funds. Monitor Money was Australia's largest and oldest independent financial planning organisation
Mar 1987 - Jun 2002
Policy Advisor
I was part of a team that provided policy advice to senior public servants and the relevant Minister in relation to specialised fields of science identified as future ares of economic significance.
Jan 1984 - Mar 1987
Special Projects
Seconded from the Commonwealth Department of Science to manage the VIP event in Canberra marking he Voyager fly past of the Planet Uranus.As well as project managing the event I wrote speeches for the US Ambassador, The Minster For Science (Barry Jones) and the Head of NASA JPL in Australia.
Jul 1985 - May 1986
8 education records
Harold Upton education
Honours, Science
Diploma, Financial Planning
Graduate Studies, Micro & Macro Econnomics
Diploma, Financial Planning
Certificate Iv In Property, Full Queensland Real Estate Licence
Australian Property & Business College
Certified Investment & Financial Adviser
Australian Society Of Investment & Financial Advisors
Diploma, Financial Planning
Monitor Money Corporation
Diploma, Financial Service
Ps146 Training
FAQ
Frequently asked questions about Harold Upton
Quick answers generated from the profile data available on this page.
What company does Harold Upton work for?
Harold Upton works for Phoenix Wealth Consultants.
What is Harold Upton's role at Phoenix Wealth Consultants?
Harold Upton is listed as Managing Director and Senior Strategist at Phoenix Wealth Consultants.
Where is Harold Upton based?
Harold Upton is based in Sunshine Coast, Queensland, Australia while working with Phoenix Wealth Consultants.
What companies has Harold Upton worked for?
Harold Upton has worked for Phoenix Wealth Consultants, Act Fireworks, Phoenix Property Consultants, Monitor Money Corporation, and Australian Government.
How can I contact Harold Upton?
You can use AeroLeads to view verified contact signals for Harold Upton at Phoenix Wealth Consultants, including work email, phone, and LinkedIn data when available.
What schools did Harold Upton attend?
Harold Upton holds Honours, Science from The Australian National University.
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