Leon Phillips

Pacific Star Financial Planning

Gold

31 Yrs Experience

North Sydney, NSW 2060

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I have been providing personalised financial advice to clients for almost 30 years. While many things in my industry have changed in that time, one thing that hasn't is the value I bring to each client's particular situation. I provide guidance, advice and experience whether it's occasional or on an ongoing basis.

You can also read testimonials from my clients here.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

I have been providing personalised financial advice to clients for over 26 years. While many things in my industry have changed in that time, one thing that hasn't is the value I bring to each client's particular situation. I provide guidance, advice and experience whether it's occasional or on an ongoing basis.

5.00 October 2024

All meetings with Leon are very positive, he is very well prepared and communicates clearly. We have only been working together for only a short while, but he has turned my finances around. Most people have their own financial advisers but l would recommend Leon to anyone. Couldn't be happier.

5.00 August 2024

As someone who finds the world of finance complex to navigate, it's reassuring having someone as knowledgeable and reliable as Leon looking after your financial well being. He helped with setting up an investment portfolio, finding a superior superannuation fund and ensuring I have all the necessary insurance cover. I would not hesitate recommending Leon to anyone who may be looking for a dependable financial adviser.

5.00 June 2024

Leon assisted me with advice and recommendations around superannuation and savings and the best strategy to utilise them to full potential. Leon is a highly effective communicator, clearly knowledgeable and ensured I was comfortable with his recommendations. Highly recommend.

5.00 May 2024

Not being from a financial background, Leon has been amazing with his knowledge and advice. He has worked with me to suit my needs. He is a great communicator and simplifies it for my understanding. Highly recommend.

5.00 May 2024

Leon is a very effective communicator, and goes above and beyond for his clients, highly recommend 👌

Adviser status Gold
Rating 4.91
Number of reviews 58
First year providing advice 1993
Years of experience 31
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English

Pacific Star Financial Planning

Workbee, 229 Miller St
North Sydney, NSW 2060

9:00am – 5:00pm Monday – Friday

Consultum Financial Advisers Pty Ltd

AFSL 230323

Leon Phillips

Pacific Star Financial Planning

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Pacific Star Financial Planning

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Consultum Financial Advisers Pty Ltd