Phil Pilgrim Email and Phone Number
Phil Pilgrim work email
- Valid
Phil Pilgrim personal email
With over 25 years of financial services experience, over a broad range of roles in advisory, consultancy, business development, as an advice practice owner and director, I am passionate about financial advice businesses.I have worked across both larger organisations (BT, AMP, CoFunds in the UK) as well as start-ups and love bringing innovative strategies into the organisations I work with to help them optimise their success.My diverse experience has helped me to understand the needs of businesses of all sizes and how to accelerate their growth. My current position at Implemented Portfolios places me as GM, Partnerships and Distribution - a role which enables me to work with some amazing financial advice practices to help deliver business efficiency and focus more time on helping their clients achieve their best lives.
Lumiant
View- Website:
- lumiant.com.au
- Employees:
- 6
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Co-FounderLumiant Nov 2019 - PresentSydney, New South Wales, Australia -
General Manager - Partnerships And DistributionImplemented Portfolios Limited Nov 2019 - Nov 2022Queensland, Australia -
DirectorYourwelcome Jul 2018 - Nov 2019Sunshine Coast -
National Manager, PartnershipsBt Financial Group Feb 2017 - Jul 2018Sydney, Australia -
Partnerships Manager QldBt May 2015 - Feb 2017Qld -
Project SponsorLegal & General Aug 2013 - Dec 2014London, United Kingdom -
Equity PartnerBravien Financial Dec 2010 - Jun 2014Brisbane, Australia
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Proposition And Adviser ConsultantOpenwork Ltd Apr 2012 - Jul 2013London, United Kingdom -
National Sales Manager (Interim)Cofunds Jan 2012 - Mar 2012London, United Kingdom -
ConsultantCofunds Jul 2011 - Jan 2012London, United Kingdom -
Managing DirectorBravien Financial Pty Ltd Aug 2000 - Nov 2010Brisbane, Australia
Phil Pilgrim Skills
Phil Pilgrim Education Details
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Advanced Diploma Financial Services (Financial Planning) Adfs -
Trinity Catholic College, Lismore
Frequently Asked Questions about Phil Pilgrim
What company does Phil Pilgrim work for?
Phil Pilgrim works for Lumiant
What is Phil Pilgrim's role at the current company?
Phil Pilgrim's current role is Helping Financial Advisers hero their advice and demonstrate true value to clients.
What is Phil Pilgrim's email address?
Phil Pilgrim's email address is ph****@****.com.au
What schools did Phil Pilgrim attend?
Phil Pilgrim attended Kaplan Australia, Trinity Catholic College, Lismore.
What are some of Phil Pilgrim's interests?
Phil Pilgrim has interest in Family, Guitar, Skiing, Cricket, Photography, Music, Business, Travel, Financial Planning.
What skills is Phil Pilgrim known for?
Phil Pilgrim has skills like Business Strategy, Strategic Planning, Management, Change Management, Business Development, Investments, Banking, Financial Services, Strategic Financial Planning, Business Coaching, Proposition Development, Distribution Strategies.
Who are Phil Pilgrim's colleagues?
Phil Pilgrim's colleagues are Aaron Greaves, Ashray Shetty, Mark Akeroyd, Elise Little.
Not the Phil Pilgrim you were looking for?
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Phil Pilgrim
Herston, Qld -
Phil Pilgrim
Greater Brisbane Area1ecential.com.au
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