Philip Volk

Philip Volk Email and Phone Number

Partner at Succession Plus @ Succession Plus
Australia
Philip Volk's Location
Australia, Australia
Philip Volk's Contact Details

Philip Volk work email

Philip Volk personal email

n/a
About Philip Volk

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.

Philip Volk's Current Company Details
Succession Plus

Succession Plus

View
Partner at Succession Plus
Australia
Employees:
3
Philip Volk Work Experience Details
  • Succession Plus
    Partner At Succession Plus
    Succession Plus
    Australia
  • Bendigo Community Bank Bellarine
    Board Member
    Bendigo Community Bank Bellarine Sep 2020 - Present
  • Succession Plus
    Partner At Succession Plus
    Succession Plus May 2019 - Present
    Melbourne, Victoria, Australia
  • Ri Advice Group
    Board Member
    Ri Advice Group Feb 2016 - Present
    Proprietor Advisory Council
  • Deakin University
    Member Board Of Advisors
    Deakin University Jul 2015 - Present
    Melbourne, Australia
    Accounting and Financial Planning
  • Horizons Wealth
    Executive Chairman
    Horizons Wealth Sep 2009 - Present
    Surrey Hills, Victoria, Australia
    Strategy and direction. Management team mentoring.
  • Horizons Wealth, Praxis, Planlogic
    Founder Snd Co-Owner, Wealth Management, Coaching And Sri Lankan Paraplanning Businesses
    Horizons Wealth, Praxis, Planlogic Sep 2002 - Present
    Surrey Hills Melbourne
    The 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
  • Bevington Consulting
    Principal
    Bevington Consulting 1998 - 2002
    Melbourne, Australia
    Strategy through process consulting and coaching with a broad range of businesses - financial services, energy, education, manufacturing, airports, professional services.
  • Australian Army
    Officer
    Australian Army 1978 - 1998
    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… 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

Strategy Implementation Facilitation Instructional Design Marketing And Sales Process And Systems Workshop Facilitation Wealth Retirement Planning Wealth Management Business Process Management Superannuation Income Protection Strategic Financial Planning Strategic Planning Wealth Accumulation Executive Coaching Coaching Succession Planning Leadership Training Risk Management Small Business Management Consulting Management Change Management Financial Advisory Leadership Development Recruiting Outsourcing Retirement Entrepreneurship Financial Services Financial Planners Investment Strategies Estate Planning Investment Advisory Investments Pensions Business Planning Portfolio Management Funding Life Insurance Asset Management Investment Management Insurance Asset Allocation High Net Worth Individuals Critical Illness

Philip Volk Education Details

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.

Not the Philip Volk you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.