Phil Pilgrim

Phil Pilgrim Email and Phone Number

Helping Financial Advisers hero their advice and demonstrate true value to clients @ Lumiant
Phil Pilgrim's Location
Queensland, Australia, Australia
Phil Pilgrim's Contact Details

Phil Pilgrim work email

Phil Pilgrim personal email

n/a
About Phil Pilgrim

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.

Phil Pilgrim's Current Company Details
Lumiant

Lumiant

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Helping Financial Advisers hero their advice and demonstrate true value to clients
Website:
lumiant.com.au
Employees:
6
Phil Pilgrim Work Experience Details
  • Lumiant
    Co-Founder
    Lumiant Nov 2019 - Present
    Sydney, New South Wales, Australia
  • Implemented Portfolios Limited
    General Manager - Partnerships And Distribution
    Implemented Portfolios Limited Nov 2019 - Nov 2022
    Queensland, Australia
  • Yourwelcome
    Director
    Yourwelcome Jul 2018 - Nov 2019
    Sunshine Coast
  • Bt Financial Group
    National Manager, Partnerships
    Bt Financial Group Feb 2017 - Jul 2018
    Sydney, Australia
  • Bt
    Partnerships Manager Qld
    Bt May 2015 - Feb 2017
    Qld
  • Legal & General
    Project Sponsor
    Legal & General Aug 2013 - Dec 2014
    London, United Kingdom
  • Bravien Financial
    Equity Partner
    Bravien Financial Dec 2010 - Jun 2014
    Brisbane, Australia
  • Openwork Ltd
    Proposition And Adviser Consultant
    Openwork Ltd Apr 2012 - Jul 2013
    London, United Kingdom
  • Cofunds
    National Sales Manager (Interim)
    Cofunds Jan 2012 - Mar 2012
    London, United Kingdom
  • Cofunds
    Consultant
    Cofunds Jul 2011 - Jan 2012
    London, United Kingdom
  • Bravien Financial Pty Ltd
    Managing Director
    Bravien Financial Pty Ltd Aug 2000 - Nov 2010
    Brisbane, Australia

Phil Pilgrim Skills

Business Strategy Strategic Planning Management Change Management Business Development Investments Banking Financial Services Strategic Financial Planning Business Coaching Proposition Development Distribution Strategies Holistic Financial Planning Planning Advice Personal Financial Planning

Phil Pilgrim Education Details

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.

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