Leon Phillips

Leon Phillips Email and Phone Number

Principal Adviser at Pacific Star Financial Planning @
Leon Phillips's Location
Australia, Australia
Leon Phillips's Contact Details

Leon Phillips work email

Leon Phillips personal email

n/a
About Leon Phillips

Leon Phillips is a Principal Adviser at Pacific Star Financial Planning at Pacific Star Financial Planning. He possess expertise in risk specialist, investment strategies, business succession, personal succession planning, wealth and 4 more skills.

Leon Phillips's Current Company Details
Pacific Star Financial Planning

Pacific Star Financial Planning

Principal Adviser at Pacific Star Financial Planning
Leon Phillips Work Experience Details
  • Pacific Star Financial Planning
    Principal Adviser
    Pacific Star Financial Planning Oct 2023 - Present
    Sydney, New South Wales, Australia
  • Mentor1 Financial Advice
    Partner And Senior Adviser
    Mentor1 Financial Advice Nov 2020 - Oct 2023
    North Sydney, New South Wales, Australia
  • Pacific Star Financial Planning
    Principal Financial Adviser
    Pacific Star Financial Planning 1993 - Nov 2020
    Surry Hills, Nsw
    I am the founding adviser at Pacific Star Financial Planning which I established in 1998. Four years prior to that I worked as a planner in the MLC Bondi branch office.I hold an Advanced Diploma in Financial Services (Financial Planning), and am a member of the Financial Planning Association and MLC's Risk Specialist Network.Over the past 19 years my practice has provided strategic financial planning solutions to our clients across the insurance and investment arena's. We continue to evolve with a constantly changing and unpredictable environment in order to achieve best outcomes for clients.We provide expert advice to both our corporate and individual clients in areas of wealth creation and protection, risk management, pre- and post-retirement planning, business and personal succession planning and SMSF's.My relationship with our clients is key to the business model.
  • Australian Defence Force
    Pte
    Australian Defence Force 1987 - 1990

Leon Phillips Skills

Risk Specialist Investment Strategies Business Succession Personal Succession Planning Wealth Investments Strategic Financial Planning Succession Planning Insurance

Leon Phillips Education Details

Frequently Asked Questions about Leon Phillips

What company does Leon Phillips work for?

Leon Phillips works for Pacific Star Financial Planning

What is Leon Phillips's role at the current company?

Leon Phillips's current role is Principal Adviser at Pacific Star Financial Planning.

What is Leon Phillips's email address?

Leon Phillips's email address is le****@****.com.au

What schools did Leon Phillips attend?

Leon Phillips attended Stanford University Graduate School Of Business, Deakin University.

What skills is Leon Phillips known for?

Leon Phillips has skills like Risk Specialist, Investment Strategies, Business Succession, Personal Succession Planning, Wealth, Investments, Strategic Financial Planning, Succession Planning, Insurance.

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