Phil Reid

Phil Reid Email and Phone Number

Senior Financial Advisor @ Sydney, NSW, AU
Sydney, NSW, AU
Phil Reid's Location
Greater Sydney Area, Australia
Phil Reid's Contact Details

Phil Reid personal email

n/a
About Phil Reid

Phil has been providing financial planning services & investment advice to clients since February 2000; initially with Westpac Financial Planning before moving over to form his own business in late 2007 under the Genesys Wealth Advisers license. In March 2009 Phil formed a partnership with another Genesys Wealth Advisers firm, accounting company Brogan & Scaltrito, and they created a new joint venture business 'BSR Financial Advisers. BSR Financial Advisers now manage over $75m of FUM across 125 active connections.After 4 years of providing incidental aged care advise BSR Financial Advisers launched the Sydney Aged Care Financial Advisers business in January 2014.In May 2015 the Genesys Wealth Advisers brand was wound up and Phil moved over to a new licensee in BT - Magnitude; still offering the same range of financial planning services as before and still within the BSR Financial Advisers business.

Phil Reid's Current Company Details
BSR Financial Adviser/Sydney Aged Care Financial Adviser/Magnitude Financial Gro

Bsr Financial Adviser/Sydney Aged Care Financial Adviser/Magnitude Financial Gro

Senior Financial Advisor
Sydney, NSW, AU
Phil Reid Work Experience Details
  • Bsr Financial Adviser/Sydney Aged Care Financial Adviser/Magnitude Financial Gro
    Senior Financial Advisor
    Bsr Financial Adviser/Sydney Aged Care Financial Adviser/Magnitude Financial Gro
    Sydney, Nsw, Au
  • Bsr Financial Adviser/Sydney Aged Care Financial Adviser/Magnitude Financial Group
    Senior Financial Advisor
    Bsr Financial Adviser/Sydney Aged Care Financial Adviser/Magnitude Financial Group Mar 2015 - Present
    Sydney, Australia
  • Bsr Financial Advisers/Sydney Aged Care Financial Advisers/Brogan & Scaltrito Chartered Accountants/
    Senior Financial Planner
    Bsr Financial Advisers/Sydney Aged Care Financial Advisers/Brogan & Scaltrito Chartered Accountants/ Mar 2009 - Mar 2015
    75-85 Elizabeth Street Sydney
  • Westpac Banking Corporation
    Senior Financial Planner
    Westpac Banking Corporation Jan 2000 - Jul 2007
    View

Frequently Asked Questions about Phil Reid

What company does Phil Reid work for?

Phil Reid works for Bsr Financial Adviser/sydney Aged Care Financial Adviser/magnitude Financial Gro

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

Phil Reid's current role is Senior Financial Advisor.

What is Phil Reid's email address?

Phil Reid's email address is ph****@****.com.au

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