Philip Volk work email
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Philip Volk personal email
My life has been spent dreaming of a better world – for myself and for others. When people stop dreaming, often because they haven’t been able to achieve their dreams – hope disappears. So…. what I do is to help business owners dream again, and more than that, help them put wings on their dreams to make them fly! Somehow I have ended up owning and running three business in the Financial Advisory space… - Horizons Wealth – co-stewards the dreams of 300 families, and with our partners acts as a virtual family office.- Planlogic – is a back-office business in Sri Lanka that frees dealer groups and advice businesses to focus on their clients rather than SoAs and administration- Praxis - coaches 40 – 50 advice businesses each year across client engagement, demonstration of value, delivery, management, innovation, growth and leadership. The coaching comes from a deep understanding of advice and advice businessesI also love talking to people about wealth - be it personal wealth, creating better wealth businesses or freeing your wealth business from administration to better focus on your clients. For fun (call me crazy...) I fly gliders... with a passion for flying in the mountains, competitions and sharing this magic experience with others as, mostly willing, passengers.
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Partner At Succession PlusSuccession PlusAustralia -
Board MemberBendigo Community Bank Bellarine Sep 2020 - Present
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Partner At Succession PlusSuccession Plus May 2019 - PresentMelbourne, Victoria, Australia -
Board MemberRi Advice Group Feb 2016 - PresentProprietor Advisory Council
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Member Board Of AdvisorsDeakin University Jul 2015 - PresentMelbourne, AustraliaAccounting and Financial Planning -
Executive ChairmanHorizons Wealth Sep 2009 - PresentSurrey Hills, Victoria, AustraliaStrategy and direction. Management team mentoring. -
Founder Snd Co-Owner, Wealth Management, Coaching And Sri Lankan Paraplanning BusinessesHorizons Wealth, Praxis, Planlogic Sep 2002 - PresentSurrey Hills MelbourneThe advice businesses are boutique advice business that do a great job building, protecting and passing on wealth between generations.Business coaching is mostly with financial advice businesses and private banks.PlanLogic is a Strategy, through Paraplanning and Back Office Support business
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PrincipalBevington Consulting 1998 - 2002Melbourne, AustraliaStrategy through process consulting and coaching with a broad range of businesses - financial services, energy, education, manufacturing, airports, professional services.
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OfficerAustralian Army 1978 - 1998After graduating from Duntroon and the Uni of NSW (both just!) I had a few years learning the ropes as an Artillery Officer. Learnt a lot about leadership and process - both essential in this trade! Had a fantastic few years at the Defence Academy and School of Artillery, where I was an instructor. My focus was instructional design, classroom and practical with a strong leadership content role.After comanding 2 different Artillery Batterys, I completed an MBA and sepcialised… Show more After graduating from Duntroon and the Uni of NSW (both just!) I had a few years learning the ropes as an Artillery Officer. Learnt a lot about leadership and process - both essential in this trade! Had a fantastic few years at the Defence Academy and School of Artillery, where I was an instructor. My focus was instructional design, classroom and practical with a strong leadership content role.After comanding 2 different Artillery Batterys, I completed an MBA and sepcialised in internal consulting to the Army. Major projects were decision assistance technology implementation, Army corporate planning system, Re-engineering of the Land Headquarters processes and structure and also the recruit training process. Prior to "retiring" from the Army I was responsible for the Corporate Planning and Management function in Army's Training Command. Show less
Philip Volk Skills
Philip Volk Education Details
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Coaching AustraliaExecutive Coaching -
Strategy, Finance, Decision Making -
Economics, Maths, History -
Ran Staff CollegeManagement, Military Strategy, Joint Force Operations
Frequently Asked Questions about Philip Volk
What company does Philip Volk work for?
Philip Volk works for Succession Plus
What is Philip Volk's role at the current company?
Philip Volk's current role is Partner at Succession Plus.
What is Philip Volk's email address?
Philip Volk's email address is pv****@****.com.au
What schools did Philip Volk attend?
Philip Volk attended Coaching Australia, Qut, University Of Canberra, University Of Nsw, Ran Staff College.
What are some of Philip Volk's interests?
Philip Volk has interest in Poverty Alleviation, Glider Pilot Planetshaker, Disaster And Humanitarian Relief, Economic Empowerment.
What skills is Philip Volk known for?
Philip Volk has skills like Strategy, Implementation, Facilitation, Instructional Design, Marketing And Sales, Process And Systems, Workshop Facilitation, Wealth, Retirement Planning, Wealth Management, Business Process Management, Superannuation.
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Philip Volk
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Philip Volk
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