Phil Watson

Phil Watson Email and Phone Number

Principal and Inheritance Consultant @ Adelaide, SA, AU
Adelaide, SA, AU
Phil Watson's Location
Greater Adelaide Area, Australia
Phil Watson's Contact Details

Phil Watson work email

Phil Watson personal email

About Phil Watson

Phil Watson & Associates is an Adelaide-based inheritance consultancy. Based on an innovative concept established by Phil in September 1994 and drawing upon his 40 years experience helping people plan and manage inheritances, the business has a small network of experienced consultants servicing SA.We help our clients to structure the inheritance they want to leave in an effective and risk-controlled manner. This is not just updating wills; it’s a full process of showing a range of solutions that suit the client’s family situation and assisting them to establish an appropriate inheritance plan. We also assist clients to deal with an inheritance they are receiving by providing introductions to other suitably qualified professionals who specialise in deceased estate administration after identifying their needs and negotiating an appropriate fee for the level of service to be provided.In summary, Phil Watson & Associates provide a comprehensive inheritance consulting service that can help clients to structure the inheritance they want to leave and manage the inheritance they are to receive.Phil Watson & Associates is not a law firm, nor do we practice the profession of the law, or hold ourselves out as being entitled to practice the profession of the law.

Phil Watson's Current Company Details
Phil Watson & Associates

Phil Watson & Associates

Principal and Inheritance Consultant
Adelaide, SA, AU
Phil Watson Work Experience Details
  • Phil Watson & Associates
    Principal And Inheritance Consultant
    Phil Watson & Associates
    Adelaide, Sa, Au
  • Phil Watson & Associates
    Principal / Inheritance Consultant
    Phil Watson & Associates Jul 2011 - Present
    Adelaide Sa
    Facilitate the preparation of inheritance planning documents, including Wills, Enduring Powers of Attorney & Guardianship, Medical Powers of Attorney, Advance Health Directives and Mutual Will Agreements, plus assistance to families with Probate and deceased estate administration.
  • Phil Watson Mobile Wills And Estates
    Consultant
    Phil Watson Mobile Wills And Estates Mar 2009 - Jun 2011
    Mobile Wills and Estates Consultant
  • Australian Executor Trustees Ltd
    Manager - Executor Assist
    Australian Executor Trustees Ltd 2007 - 2009
    Adelaide
    Introduction of "Executor Assist" concept and national promotion of the service via the funeral and financial services industries.
  • Jackson Mcdonald Lawyers, Perth
    Manager Estate Planing & Administration
    Jackson Mcdonald Lawyers, Perth 2004 - 2005
    Principal
  • Austrust & Executor Trustee
    Manager Estates
    Austrust & Executor Trustee 1991 - 1994
    Managed a team of up to 20 trust officers involved in the administration of trusts and estates.

Phil Watson Skills

Estate Law Estate Administration Estate Tax Planning Testamentary Trusts Plain English Wills Enduring Powers Of Attorney And Guardianship Inheritance Planning Inheritance Advocacy Deceased Estate Administratiion Guardianship High Net Worth Individuals Conveyancing Wealth Investment Strategies Wealth Management Services Pensions Multi Generational Wealth Transfer Estate Planning

Phil Watson Education Details

  • Executor & Trustee Institute
    Executor & Trustee Institute
    Member Since 1992
  • Plympton High School, Adelaide
    Plympton High School, Adelaide

Frequently Asked Questions about Phil Watson

What company does Phil Watson work for?

Phil Watson works for Phil Watson & Associates

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

Phil Watson's current role is Principal and Inheritance Consultant.

What is Phil Watson's email address?

Phil Watson's email address is pw****@****ail.com

What schools did Phil Watson attend?

Phil Watson attended Executor & Trustee Institute, Plympton High School, Adelaide.

What skills is Phil Watson known for?

Phil Watson has skills like Estate Law, Estate Administration, Estate Tax Planning, Testamentary Trusts, Plain English Wills, Enduring Powers Of Attorney And Guardianship, Inheritance Planning, Inheritance Advocacy, Deceased Estate Administratiion, Guardianship, High Net Worth Individuals, Conveyancing.

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