Barry 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.