Level 3, 18 Dequetteville Terrace, Kent Town SA 5067

(08) 8362 0060

(08) 8362 0061

info@owlfinancial.com.au

Team Members


Barry PhillisBarry Phillis

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 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:

  • Diploma of Financial Planning (Dip FP)
  • CERTIFIED FINANCIAL PLANNER ™
  • 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.


Kim Kendera

Client Service Manager

Experience:
Kim has been working with Owl since 2002 and been working within the financial services industry since 1991.
Personal Details:
Kim is married to Neil and has two children, Jade and Ethan.  Kim loves being spending time with her family, enjoys watching AFL and following her favourite club.

Terri Camarra

Client Service Manager

Experience:
Terri has been working with Owl since 2000 and has continued her training within her role to perform a variety of administrative duties.
Personal Details:
Terri is married with two adult children.  She loves to cook and entertain with her extended family and enjoys leisurely beach walks.



Financial Advisor Adelaide

We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.

Financial Planner Adelaide

The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.

Financial Planning Adelaide

A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.

Barry Phillis and Owl Financial Management Pty Ltd are Authorised Representatives of GWM Adviser Services Limited Australian Financial Services Licensee Registered Office at 105-153 Miller Street North Sydney NSW 2060 and a member of the National Australia group of companies.

GENERAL ADVICE WARNING: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. View Terms & Conditions >