Phil's career in the financial services industry spans over 20 years. During that time Phil has owned his own practice, been a Director of a mid-tier accounting practice and most recently was the State Manager of a boutique wealth management business catering specifically for high net worth clients. Phil also consults to other financial practices in the industry.
Throughout these roles Phil's focus has been on private client advice and meeting the varied needs of clients at all stages of their financial journey. Specific experience Phil brings to Whyte's will include:
Phil is a Certified Financial Planner (CFP) who has a Masters in Applied Finance (MAppFin), a Diploma in Financial Planning, and is a Senior Fellow of FINSIA. Phil is married, has two children and lives locally.