Scott Phillips Email and Phone Number
Scott Phillips work email
- Valid
Scott Phillips personal email
- Valid
Scott is a senior finance professional with more than 12 years' experience in retirement planning and funding, and more recently, reverse mortgage lending.He is the managing director and co-founder of Your Home Equity, a specialist reverse mortgage broking firm, focused on assisting over 55s with refinancing debt and accessing additional funds to improve their retirement finances. Scott previously co-founded Australia’s first online financial advisory and reverse mortgage broking company Smooth Retirement, as well as startup Boomer Home Loans, an online non-bank lender dedicated to over 55s.Prior to Boomer, Scott had spent more than 30 years working in financial services including corporate, commercial, and retail banking, business financial planning, retirement planning, insurance, and superannuation. He has held senior roles at Westpac Group, StatePlus, NEO Financial Solutions, and Commonwealth Bank. He has extensive experience in retail home loan lending and credit management including 11 years in direct customer-facing lending roles and has managed several large customer service and relationship management teams.Your Home Equity specialises in assisting over 55s to better manage their retirement finances by accessing some of the available equity in their homes, with the majority of clients seeking to refinance existing loans they are unable to pay off before or in some cases, after retirement. The company works with a range of referring partners including Mortgage Brokers, Financial Advisers, Accountants, Lawyers, Aged Care Providers, and other professionals and businesses with older clients that may benefit from their broking services.
Your Home Equity
View- Website:
- yourhomeequity.com.au
- Employees:
- 3
-
Managing Director And Reverse Mortgage BrokerYour Home EquityPerth, Wa, Au
-
Managing Director & Reverse Mortgage BrokerYour Home Equity Jan 2024 - PresentVictoria Park, Wa, AuAt Your Home Equity we're dedicated to helping Australians over 55 find the best reverse mortgage loan to fund their retirement needs. We are specialist accredited brokers and fully compliant with all government regulations and requirements, so you can have upmost confidence in our service and peace of mind.We have the skills and experience to guide you through your options, and all the ins and outs of using your home equity for a more comfortable and happy retirement. Whether you need a little more income each month, to refinance debt, pay medical expenses or aged care, or to go on that big overseas trip, we can help you access the funds you need to do more and live better. We make it easy, doing all the heavy lifting and legwork for you so you can relax and start planning what you'll do with your new improved retirement.
-
Managing DirectorBoomer Home Loans Feb 2023 - Present
-
Ceo And Managing DirectorBoomer Home Loans Nov 2021 - Feb 2023Scott Phillips was the founder, Managing Director, and driving force behind Boomer Home Loans. During his career in the banking, financial planning, and superannuation sectors, Scott continually met older Australians who were underfunded for retirement yet held substantial value (equity) in their family home - in many cases, an amount that would make a real difference in how they fund their retirement. For many, the equity in their family home is their most valuable asset but making that equity work for them is generally overlooked. In 2017, Scott co-founded the fintech reverse mortgage broking business “Smooth Retirement”, which sought to modernise and streamline the distribution of equity release products via an online platform. The concept and technology further developed over several years and in 2020, Smooth Retirement’s Board made the decision to transition from its broker business to becoming a non-bank lender in a bid to help more Australians aged over 55 with their home loans in the lead-up to, and in retirement. Scott led the team from its early start-up years, first as Smooth Retirement and then Boomer Home Loans, and was involved in every aspect of the company and its development. He was instrumental in the development of the company’s proprietary modelling software, Boomer’s innovative business model and customer journey, and was the creator of Boomer’s market-first hybrid home loan, the Boomer Switch.
-
Ceo & Managing DirectorSmooth Retirement Group Mar 2017 - Nov 2021Smooth Retirement specialises in providing home equity release solutions as part of a long-term retirement funding strategy.Our unique service is fully regulated and licensed to provide both (scoped) retirement income advice along with credit recommendations.Equity release is complex, and it can be very difficult to figure out how reverse mortgages and other types of products work, and which one is the right one for a client’s situation.We’ve created smart technology with the unique ability to accurately compare all the available equity release products so we can work out the best plan for our clients – every time.Our retirement income solutions are based on using all a client’s available sources of wealth, including the family home, to fund and improve their lifestyle.We create long-term plans (up to at least age 95) that are designed to maximise retirement income, including Age Pension, and allow clients to do more of the things they want to do, while remaining in their homes for as long as they choose.Smooth Retirement is committed to delivering a much better service to retirees and one that makes equity release more accessible and easily understood so they can enjoy a more secure and stress-free retirement.For more, please go to https://smoothretirement.com.au
-
Dealership ManagerNeo Financial Solutions Pty Ltd Feb 2016 - Oct 2016Responsible for overseeing the compliance and risk management regime, strategic business development, recruitment, training and supervision of circa 100 Authorised Representative advisers, budgeting and forecasting and guiding sustainable long-term business growth.http://www.neofs.com.au/
-
State Manager, Western AustraliaStateplus Feb 2013 - Feb 2016Sydney, Nsw, AuIn 2013 I established the Perth Office for StatePlus (formerly known as State Super Financial Services).I led a Team of Financial Planners and Client Service Officers who were experts in public sector superannuation, retirement planning and financial advice. Responsibilities included Planner supervision, file checking and compliance, coaching, profit and loss oversight, business development, change management and liaison with external service providers. -
DirectorFlight Experience Wa Sep 2008 - Dec 2012Worked closely with the General Manager to achieve the establishment of new to Perth start-up venture. Then ongoing responsibility to ensure the smooth ongoing operation of the business, particularly Finance, HR and Marketing.
-
Regional Manager, Perth CbdWestpac Oct 2009 - Oct 2010Sydney, Nsw, Au
Scott Phillips Skills
Scott Phillips Education Details
-
Adelaide Graduate School Of BusinessGeneral -
International Institute Of TechnologyFinancial Planning And Services
Frequently Asked Questions about Scott Phillips
What company does Scott Phillips work for?
Scott Phillips works for Your Home Equity
What is Scott Phillips's role at the current company?
Scott Phillips's current role is Managing Director and Reverse Mortgage Broker.
What is Scott Phillips's email address?
Scott Phillips's email address is sc****@****ail.com
What schools did Scott Phillips attend?
Scott Phillips attended Adelaide Graduate School Of Business, International Institute Of Technology.
What skills is Scott Phillips known for?
Scott Phillips has skills like Financial Services, Relationship Management, Strategic Financial Planning, Retirement Planning, Portfolio Management, Finance, Strategic Planning, Financial Planning, Financial Advisory, Superannuation, Wealth Management, Marketing.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial