Phil George

Phil George Email and Phone Number

Director and Senior Investment Advisor at Entrust Wealth Management Pty Ltd @ Entrust Wealth Management Pty Ltd
Phil George's Location
Perth, Western Australia, Australia, Australia
Phil George's Contact Details

Phil George work email

Phil George personal email

n/a
About Phil George

With an emphasis on the importance of a team based philosophy in combining Portfolio Management, Financial Planning and Portfolio Administration I create a comprehensive, yet bespoke financial solution for each of my clients. The aim of this unique operating model is to deliver true value by providing them with the time to focus on more important aspects of their lives, comfortable in the knowledge that their financial affairs are being professionally managed. Primarily, I am a Private Portfolio Manager for my clients covering a full range of investment options, including Australian and international listed shares, bonds and high-yielding income investments. This knowledge is complemented by that of my team’s extensive capabilities in financial and strategic planning advice. I work with a wide range of individual clients that have a focus on accumulating wealth and who are typically time poor and unable to manage the day to day operations of their personal wealth. Phil is supported by the infrastructure of Entrust Private Wealth Management. Entrust unique operating structure and client service delivery was reinforced as a model of choice by Euroz who acquired Entrust in 2015 to provide Private Wealth Management capability within their business.

Phil George's Current Company Details
Entrust Wealth Management Pty Ltd

Entrust Wealth Management Pty Ltd

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Director and Senior Investment Advisor at Entrust Wealth Management Pty Ltd
Employees:
16
Phil George Work Experience Details
  • Entrust Wealth Management Pty Ltd
    Director And Senior Investment Advisor
    Entrust Wealth Management Pty Ltd Sep 2019 - Present
    Perth, Australia
  • Entrust Private Wealth Management
    Senior Advisor
    Entrust Private Wealth Management Jun 2015 - Sep 2019
  • George Wealth Management
    Managing Director
    George Wealth Management May 2014 - Jul 2015
    Perth, Australia
  • Macquarie Group
    Associate Director
    Macquarie Group Mar 2012 - Mar 2014
    Perth, Australia
  • Macquarie Group
    Investment Advisor
    Macquarie Group Mar 2004 - Mar 2012
    Perth, Australia

Phil George Skills

Management Portfolio Management Wealth Management Investments Finance Financial Planning Due Diligence

Phil George Education Details

Frequently Asked Questions about Phil George

What company does Phil George work for?

Phil George works for Entrust Wealth Management Pty Ltd

What is Phil George's role at the current company?

Phil George's current role is Director and Senior Investment Advisor at Entrust Wealth Management Pty Ltd.

What is Phil George's email address?

Phil George's email address is pg****@****.com.au

What schools did Phil George attend?

Phil George attended The University Of Western Australia, Securities Institute Of Australia.

What skills is Phil George known for?

Phil George has skills like Management, Portfolio Management, Wealth Management, Investments, Finance, Financial Planning, Due Diligence.

Who are Phil George's colleagues?

Phil George's colleagues are Melissa Ward, Brad Gordon, Andrew Fry, Duncan Mackintosh, Cfa, Michael Vrankovich, Katrina Ryan, Philip Rees.

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