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Phil Thompson

 Phil Thompson

Share profile:
25 Michell Street
Monash
ACT
2904
AU

Overview CONTACT THE ADVISER

Phil Thompson Phil Thompson

total Reviews

145

Experience

20yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Rise Financial was started in 2004 to provide truly independent financial advice, on a flat fee basis, so there are absolutely no conflicts of interest. Take control - with your independent financial adviser.

Company:

RISE FINANCIAL PTY LTD
RISE FINANCIAL PTY LTD

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

RISE FINANCIAL PTY LTD
RISE FINANCIAL PTY LTD
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
My fees
  • Personal Advice starting from $330
  • Ongoing Advice starting from $3300

Step 1 - Financial Check Up - $330 Step 2 - Strategic Financial Plan - $2640 Step 3 - Statement of Advice - $1650 plus $330 per policy set up Step 4 - Wealth Management Service - $3300 pa Each step taken only where needed.

Latest Customer Reviews (3 of 145 total)See all

"Phil provided clear and helpful advice in a thoroughly professional way. He demonstrated good understanding of our situation and objectives. He helped us think through a sensible approach to investing our savings producing reasonable returns over the medium top long term at low cost and risk."

Peter, 65+ 24 Aug 2017

"Phil was very friendly, knowledgeable and professional and his advice was easy to understand and very much appreciated. He gave us lots to think about as we prepare for imminent retirement. We highly recommend him."

Randall, 56-65 23 Aug 2017

"Phil was very helpful and knowledgeable and tailored his advice to our particular circumstances. He gave us an excellent introduction to the range of issues we need to be considering as we plan for the next twenty years, and clear options for future discussions and planning. Thankyou Phil!"

Paul, 35-45 18 Aug 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
Awards
  • FPA Distinguished Service Award (2004)
Years of experience
  • 20 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

25 Michell Street, Monash
ACT 2904 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 99% Positive Reviews
  • 96% Average Reviews
  • 145 Total Reviews
Peter, 65+24 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provided clear and helpful advice in a thoroughly professional way. He demonstrated good understanding of our situation and objectives. He helped us think through a sensible approach to investing our savings producing reasonable returns over the medium top long term at low cost and risk."

Randall, 56-6523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very friendly, knowledgeable and professional and his advice was easy to understand and very much appreciated. He gave us lots to think about as we prepare for imminent retirement. We highly recommend him."

Paul, 35-4518 Aug 2017
Expand
Overall customer rating
81%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil was very helpful and knowledgeable and tailored his advice to our particular circumstances. He gave us an excellent introduction to the range of issues we need to be considering as we plan for the next twenty years, and clear options for future discussions and planning. Thankyou Phil!"

Stephanie, 65+16 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was really great. He answered my questions fully and I left the appointment feeling confident about my 'next steps'. "

Shabana, 35-4515 Aug 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"I went to Phil with multiple problems and was seeking some direction to move forward. Phil was friendly, supportive and patient with me. He listened to all of my problems and provided me the best suggestion suited to my situation. Apart from his expertise, I believe the best thing about him is that he does not smell like commercial personal. This makes easier for his clients to communicate with him with ease and feel empowered at the end of the session. I thank him for his service. Shabana"

Matt, Under 3514 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent advice delivered in an easy to understand manner. Phil had reviewed the information prior to the meeting and tailored the advice to our specific circumstances."

James, 46-5512 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We recently met with Phil for the first time and found him to be accommodating of our needs, and very personable. He helped us to review our current financial position, and discussed potential strategies for meeting our retirement plans. He provided a very good overview, and was able to detail points of interest in a clear and concise manner. We would definitely recommend Phil's services to others seeking independent financial advice."

Janine & Neil, 46-5506 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very clear in his explanation and answered all our questions. We feel reassured that he has full knowledge of our circumstances and will provide us with the best advice."

Derek, 65+03 Aug 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Well worth the visit to assess our situation. We covered a very range of topics and found Phil's insight beneficial. Phil's independance allowed us to explore a wide variety of options. Came away from the meeting more confident that our retirement income will be adequate."

Geoff, 46-5501 Aug 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"At our initial meeting I found Phil to be excellent at summarising my financial position, including a detailed analysis of MSBS superannuation, and providing general financial overview with realistic options. He communicated very well, and provided a balanced, risk managed approach that I thought was very appropriate for my situation. This was exactly what I was after for an initial meeting."

Cathy, 46-5528 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil was very well prepared for our meeting and was very professional. His financial advise was easy to understand and left me with a better understanding of my situation and circumstances. I left the meeting knowing what my next steps should be. I will be seeking further assistance from Phil in the future and would be happy to recommend his services to others. Cathy 2611"

David, Under 3524 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provides good financial advice."

John, 65+12 Jul 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very happy with the meeting withPhil"

Juan, 35-4512 Jul 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We went to Phil recommended by a friend and he didn't disappoint. First consultation with him was very good, he was able to clarify a lot of issues we had and give us a good understanding of where we are at and the options we have forward. "

Luciana, 35-4512 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great advice and clarification."

Natalie, Under 3528 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil spent time and effort explaining savings and investment options for me with respect to my superannuation fund, current mortgage, extra equity, managed funds and insurance. I felt this was pretty comprehensive for an initial financial check-up session. Gave me lots to think about and some useful steers. I really liked Phil's style and felt that no question was a silly question, even though I'm sure there was a couple or two. "

Claire, 35-4525 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Phil provided considered and personalised advice at a reasonable fee."

Ash, Under 3522 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Helpful advice specific to my requirements. I sent through some details via email 2 days prior. On my arrival, Phil was already organised with the facts and figures I needed, allowing plenty of time in the appointment to explain how to implement the recommendations. "

Rob, 56-6516 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We found that Phil understands what we need to prepare for our future retirement. He explains clearly and would have no hesitation in recommending him to friends and colleagues "

Pamela, 56-6527 May 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Phil's advice was delivered in a way that was suited to my needs and explained clearly, giving me options, which has allowed me to move forward with my plans over the coming years prior to my retirement."

1 2 3 4 5 6 7 8
       

Vouch for & Skills Ranking CONTACT THE ADVISER

6

Number of advisers who vouch for the integrity of this adviser

6

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Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
52
Customers

#2
Savings Investment
STRENGTH
51
Customers

#3
Building Super
STRENGTH
41
Customers

#4
Managing Debt
STRENGTH
22
Customers

#5
Household Budgeting
STRENGTH
17
Customers

#5
Tax Effective Strategies
STRENGTH
17
Customers

x

Overall rating

100%

Phillip Thompson

Company: RISE FINANCIAL PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Phillip Thompson is a member of and in what capacity, the licensee or company of Phillip Thompson and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Phillip Thompson (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 99%