22 Reviews

Philip Hall

Collins Sba

Platinum

21 Yrs Experience

Hobart, TAS 7000

About Philip
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I have been working in the wealth management profession since 2002.

CERTIFIED FINANCIAL PLANNER ®

Financial Planner at CollinsSBA in Hobart, commencing in 2019.

Have previously worked for Mystate Wealth Management (formerly Tasmanian Perpetual Trustees) and briefly for Fiducian Financial Services.

Advising new and existing clients primarily in the investment and retirement planning area.

I have a Masters in Financial Planning (Kaplan) as well as a Certified Financial Planner (CFP®) via FAAA with Deakin University.

In addition, have completed courses with Kaplan Professional Education (Australia) specialist courses in Self Managed Super Funds; Shares and Listed products (ALPA); and Margin Lending.

Before working in wealth management was a secondary school teacher (grades 7-12) for 6 years. Completed a Bachelor of Education with Honours at the University of Tasmania in 1995.

Having previously been a teacher, I can explain and guide clients, enabling them to make informed decisions to build, protect and manage wealth through a broad range of financial strategies.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

We are a fee for service business

5.00 April 2018

Have found Phillip to be always conscious of my circumstances and needs

5.00 March 2018

Very satisfied with advice and guidance. Phillip inspires confidence and explains the situation as it is - in a market which is often rather volatile.

4.75 May 2017

I have always felt confidence in talking with Philip - both that he understands what my needs are and that his advice is sound and reliable. I am not someone who enjoys discussing financial matters, but based on the information Philip provides me and his friendly manner, I take much more interest in the progress of my finances. I even look forward to our regular chats.

5.00 April 2017

I find Phillip very easy to converse with and really efficient. I know that he has my interests at heart. I fully recommend him to anyone seeking financial advice. Anita

5.00 April 2017

Philip has been my financial adviser for many years and I appreciate very much his professionalism, his easy manner, the breadth of his knowledge and his promptness in fulfilling promised actions. he has been of considerable assistance to me and I trust him implicitly.