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Phil Bossert

Awt Financial Services Pty Ltd

Gold
17 Yrs Experience
Joondalup, WA 6027

Hello, I am Phil, a financial adviser dedicated to helping individuals navigate the complexities of the financial landscape.

With a proven track record of delivering tailored solutions, I specialise in optimising wealth management, retirement planning, and investment strategies.

My commitment is to empower clients to make informed decisions that align with their unique financial goals.

Let's start the journey to secure your financial future together.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

Financial adviser fees are a valuable investment in your financial future. By using their expertise, advisers can tailor strategies, optimise returns, and mitigate risks, ultimately outweighing the cost. The peace of mind and potential for long-term financial success make their fees well worth it.

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Awt Financial Services Pty Ltd

Level 2, 52 Davidson Terrace
Joondalup, WA 6027

Meeting methods

  • In person
    In person

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135