Director
Senior Financial Advisor
Authorised Representative of GWM Adviser Services Limited. Australia Securities and Investment Commission Authorised Representative number 242873 Member of Financial Planning Association of Australia Limited.
Experience:
Barry Phillis has been involved in financial planning since 1995. Prior, he has owned and managed family businesses as well as worked in large corporate businesses and community service organisations. This diverse experience across different industry sectors provides Barry the knowledge and understanding to assist clients in developing practical realistic financial plans.
Qualifications:
CERTIFIED FINANCIAL PLANNER® (CFP® )
Diploma of Financial Planning (Dip FP)
Quality Advice Accreditation
Personal Details:
Barry is married to Sue and has two adult children Marc & Kate. He loves to travel, enjoys a good glass of wine occasionally, plays golf poorly.
Here is a short video explaining why you should use a Financial Adviser