Phillip Win Email & Phone Number

Sydney, Nsw, Au

Wagga Wagga, New South Wales, Australia

Sydney, Australia

Profile Financial Services is a boutique firm of financial strategists that holds its own Australian Financial Services Licence (AFSL). We are recognised as an innovative professional services practice whose focus on quality, client service and delivering measurable strategic value is second to none.Profile was founded in 1989 and is now working with our original client's grandchildren. This is a testament to the ongoing relationships we foster with our clients.Profile is a… Show more Profile Financial Services is a boutique firm of financial strategists that holds its own Australian Financial Services Licence (AFSL). We are recognised as an innovative professional services practice whose focus on quality, client service and delivering measurable strategic value is second to none.Profile was founded in 1989 and is now working with our original client's grandchildren. This is a testament to the ongoing relationships we foster with our clients.Profile is a Professional Practice of the Financial Planning Association and a member of the Boutique Financial Planners (BFP) Show less

Sydney

I worked with the Accounting clients of Anderson Burkett to assist them to create a wealth plan.I was also instrumental in attaining a Dealers License for A B Funds Pty Limited, so that the company could have its own independence from an institution. This involved numerous proofs and documentation to be lodged with the Australian Securities and Investments commission (ASIC).The business was sold to Profile Financial Services in 2003. The business at the time of sale had about $230,000… Show more I worked with the Accounting clients of Anderson Burkett to assist them to create a wealth plan.I was also instrumental in attaining a Dealers License for A B Funds Pty Limited, so that the company could have its own independence from an institution. This involved numerous proofs and documentation to be lodged with the Australian Securities and Investments commission (ASIC).The business was sold to Profile Financial Services in 2003. The business at the time of sale had about $230,000 revenue, the majority of which I was responsible and accountable for.It was a great lesson in having autonomy and being able to have the flexibility and trust of the Partners to build what I believed was a "best practice' financial planning business. Show less

Sydney, Australia

I joined as a paraplanner and worked in a team of paraplanners assisting the Financial Advisers to generate financial plans. During my time at Profile, I worked on the BHP redundancies at both Newcastle and Wollongong. I was also heavily involved in a project involving the Strategic Lifetime Model, which allowed me great line of sight into the world of financial modelling.Towards the end of my employment at ipac, I was involved in training newer advisers and also participated in the sales… Show more I joined as a paraplanner and worked in a team of paraplanners assisting the Financial Advisers to generate financial plans. During my time at Profile, I worked on the BHP redundancies at both Newcastle and Wollongong. I was also heavily involved in a project involving the Strategic Lifetime Model, which allowed me great line of sight into the world of financial modelling.Towards the end of my employment at ipac, I was involved in training newer advisers and also participated in the sales process of the then Strategic Partner Program.My time at ipac allowed me to experience working in a larger organisation and learning to deal with multiple stakeholders in order to progress a concept from concept to implementation. Show less

Sydney, Australia

My employment at Godfrey Pembroke was my first full-time experience of financial planning. I was charged with the responsibility of client reviews, which involved some very HNW clients. The exposure and experience I gained while working at Godfrey Pembroke was invaluable and many of the things I learned I have continued to implement in my business today.I was privileged to work at Godfrey Pembroke and even more-so that it was not owned or influenced by an institution at the time (unlike… Show more My employment at Godfrey Pembroke was my first full-time experience of financial planning. I was charged with the responsibility of client reviews, which involved some very HNW clients. The exposure and experience I gained while working at Godfrey Pembroke was invaluable and many of the things I learned I have continued to implement in my business today.I was privileged to work at Godfrey Pembroke and even more-so that it was not owned or influenced by an institution at the time (unlike today with NAB being the ultimate owner). I am the planner I am today due to the solid foundations I was taught and it is this aspect that I am passionate about passing on to younger planners in my business today. Show less

Bec, Statistics

Activities and Societies: Burgmann College 1992-1994 Founding Member Burgmann Croquet Club While studying at ANU, I lived at Burgmann.

Education record