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Philip H. Email & Phone Number

Head of Financial Planning at CollinsSBA at Collins SBA
Location: Hobart, Tasmania, Australia 8 work roles 9 schools
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Current company
Collins SBA
Role
Head of Financial Planning at CollinsSBA
Location
Hobart, Tasmania, Australia
Company size
28 employees

Who is Philip H.? Overview

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Quick answer

Philip H. is listed as Head of Financial Planning at CollinsSBA at Collins SBA, a company with 28 employees, based in Hobart, Tasmania, Australia. AeroLeads shows a matched LinkedIn profile for Philip H..

Philip H. previously worked as Responsible Manager for AFSL at Collins Sba and Head of Financial Planning at Collins Sba. Philip H. holds Masters Of Financial Planning, Financial Planning And Services from Kaplan Professional.

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Collins SBA

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Profile bio

About Philip H.

➤CERTIFIED FINANCIAL PLANNER® assisting clients to lead their best financial life with greater clarity, confidence and control at various stages in their life.➤I have been working in the wealth management profession since 2002 (ASIC Financial Adviser Number 1006250), ➤ Specialising in retirement planning, investments, direct equities, SMSF, risk insurance and holistic comprehensive advice. ➤ Responsible Manager duties for financial licence➤ Experienced and Educated with various course throughFinancial Planning Association (FPA) through Deakin University in 2013.✅Certified Financial Planner (CFP®)Kaplan Australia ✅Masters in Financial Planning✅Self Managed Super Funds✅Shares and Listed products (ALPA)✅Margin LendingUniversity of New South Wales (UNSW)✅ Retirement Planning specialisation.FInancial Adviser Standards & Ethics Authority (FASEA)✅FASEA adviser exam in December 2019I can assist with ✔️Retirement Planning✔️Superannuation ✔️Investments Advice ✔️Estate Planning ✔️Asset protection ✔️Self Managed Superannuation ✔️Insurance

Current workplace

Philip H.'s current company

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Collins SBA
Collins Sba
Head of Financial Planning at CollinsSBA
australia
Website
collinssba.com.au
Employees
28
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8 roles · 30 years

Philip H. work experience

A career timeline built from the work history available for this profile.

Responsible Manager For Afsl

Current
Collins Sba
Aug 2022 - Present

Head Of Financial Planning

Current
Collins Sba
Oct 2020 - Present

Senior Financial Planner

Current
Collins Sba

Hobart, Tasmania

Oct 2019 - Present

Financial Advisor

Fiducian Financial Services

Hobart, Tasmania, Australia

A representative of Fiducian Financial Services (AFSL 231103)

Jul 2019 - Sep 2019

Financial Planner

Mystate Limited

Hobart, Tasmania

A representative of MyState Wealth Management (AFSL 234630), a registered business name of Tasmanian Perpetual Trustees Ltd, authorised to advise on and deal in the following financial services and products:Managed investments Superannuation Self managed superannuation funds Personal life risk insurance Shares Margin lendingAlso a member of Mystate.

Sep 2007 - Jun 2019

Financial Planner And General Insurance Adviser

Financial Service Partners

Canberra, A.C.T

Previously was an authorised representative (AFSL 239269) of Financial Service Partners P/L (Licensee Number 237590) through Max Spencer and Associates P/L and was authorised to advise on and deal in the following financial services and products:Managed investments Superannuation Personal life risk insurance Shares Margin lending CGU Insurance Ltd.

Apr 2001 - Sep 2007

Secondary School Teacher

Marist College Canberra

Canberra, A.C.T

Secondary school educator for Grades 7-12, specialising in Mathematics, Physical Education and GeographySenior School Soccer Master and Coach

1999 - 2002 ~3 yrs

Secondary School Teacher

Department Of Education, Tasmania

Hobart And Surrounds, Tasmania

Secondary school teacher specialising in Mathematics, Physical Education, Geography. Majority of employment was with Cosgrove High School, but also completed extensive relief and short term teaching roles at various locations.

1996 - 1999 ~3 yrs
Team & coworkers

Colleagues at Collins SBA

Other employees you can reach at collinssba.com.au. View company contacts for 28 employees →

NP Nicole Page Nicole Page Colleague at Collins SbaTinderbox, Tasmania, Australia, Australia View → CS Corey Stevens Corey Stevens Colleague at Collins SbaTasmania, Australia, Australia View → JB Janine Bryant Janine Bryant Colleague at Collins SbaTasmania, Australia, Australia View → RA Rob Adams Rob Adams Colleague at Collins SbaTasmania, Australia, Australia View → TM Thomas Mcintosh Thomas Mcintosh Colleague at Collins SbaHobart, Tasmania, Australia, Australia View → AD Adam Douglas Adam Douglas Colleague at Collins SbaHobart, Tasmania, Australia, Australia View → RK Riva Khosla Riva Khosla Colleague at Collins SbaAustralia, Australia View → LT Lydia Toghill Lydia Toghill Colleague at Collins SbaHobart, Tasmania, Australia, Australia View → MD Matthew Devenish Matthew Devenish Colleague at Collins SbaTasmania, Australia, Australia View → BT Belinda Townsend Belinda Townsend Colleague at Collins SbaGrove, Tasmania, Australia, Australia View →
9 education records

Philip H. education

Certified Financial Planning (Cfp ®) Course, Financial Planning And Services

Deakin University

Bachelor Of Education With Honours Bed. (Hons), Secondary Education And Teaching, Graduation With Honours

University Of Tasmania

Advanced Diploma Of Financial Services (Adfs), Financial Planning And Services

Kaplan Professional

Retirement Planning Unit, High Distinction

Unsw Australia

Short course (ACTL 5401) that focussed on retirement risks, complex retirement strategies, retirement product layering utilising.

Asx Alpa (Listed Products) Short Course

Kaplan Professional

Short course focussed on Australian Listed Products such as shares, ETF's, Options, Warrants etc., and how these can be incorporated into.

Self Managed Superannuation Fund (Smsf) Specialist Course

Kaplan Professional

A short course focussed on Self Managed Superannuation Funds, how they work, rules and regulations, strategies.

Margin Lending (Gearing) Short Course

Kaplan Professional

Short course focussed on use of gearing as an investment strategy.

FAQ

Frequently asked questions about Philip H.

Quick answers generated from the profile data available on this page.

What company does Philip H. work for?

Philip H. works for Collins SBA.

What is Philip H.'s role at Collins SBA?

Philip H. is listed as Head of Financial Planning at CollinsSBA at Collins SBA.

Where is Philip H. based?

Philip H. is based in Hobart, Tasmania, Australia while working with Collins SBA.

What companies has Philip H. worked for?

Philip H. has worked for Collins Sba, Fiducian Financial Services, Mystate Limited, Financial Service Partners, and Marist College Canberra.

Who are Philip H.'s colleagues at Collins SBA?

Philip H.'s colleagues at Collins SBA include Nicole Page, Corey Stevens, Janine Bryant, Rob Adams, and Thomas Mcintosh.

How can I contact Philip H.?

You can use AeroLeads to view verified contact signals for Philip H. at Collins SBA, including work email, phone, and LinkedIn data when available.

What schools did Philip H. attend?

Philip H. holds Masters Of Financial Planning, Financial Planning And Services from Kaplan Professional.

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