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Phil Pote

Maple Asset Advisory Australia

Silver
24 Yrs Experience
Thornleigh, NSW 2120

Phil is a CFP® practitioner and a specialist self-managed super fund adviser whose main goal is to help you to achieve financial security and wealth.

  • Phil has an Engineering degree.
  • He has worked in a sales and management capacity in the computer industry in Canada, the UK, France, the Middle East and Australia.
  • His strong engineering background has given Phil the unique gift and ability to develop sophisticated financial strategies designed to maximise wealth and minimise taxation.
  • Phil’s distinctive approach to financial advice is to focus on developing the optimal strategy to meet each of his clients’ needs and financial objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

The initial consultation where we discuss your financial goals and objectives is at our expense. Once we have determined the scope and complexity of the financial strategies you require we will provide you with a detailed fixed fee quotation so you can decide if you wish to proceed.

At a glance

  • Adviser status Silver
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Maple Asset Advisory Australia

Level 1, Suite 4c, 265-271 Pennant Hills Road
Thornleigh, NSW 2120

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Avana Financial Solutions Pty Ltd

AFSL 516325