Philip H. Email
Responsible Manager for AFSL @ Collins SBA
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Philip H. Location
- Hobart, TAS, AU
Philip H. Work
- Responsible Manager for AFSL @ (August 2022 - Present)
- Head of Financial Planning @ (October 2020 - Present)
- Senior Financial Planner @ (October 2019 - Present)
- Financial Advisor @ (July 2019 - September 2019)
- Financial Planner @ (September 2007 - June 2019)
- Financial Planner and General Insurance Adviser @ (April 2001 - September 2007)
- Secondary School Teacher @ (January 1999 - January 2002)
- Secondary School Teacher @ (January 1996 - January 1999)
Philip H. Education
- Kaplan Professional
Masters of Financial Planning
2019-2023 - Kaplan Professional
Graduate Diploma of Financial Planning
2019-2021 - UNSW 2016-2016
- Deakin University
Certified Financial Planning (CFP ®) Course
2011-2014 - Kaplan Professional 2011-2011
- Kaplan Professional
Advanced Diploma of Financial Services (ADFS)
2002-2004 - University of Tasmania
Bachelor of Education with Honours BEd. (Hons)
1992-1995
Philip H. Skills
- Asset Allocation
- Banking
- Certified Financial Planner
- Client Relationships Strengthening
- Communication
- Customer Retention
- Customer Service
- Education
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Income Protection
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Organization Skills
- Pensions
- Portfolio Management
- Retirement
- Retirement Planning
- Retirement Solutions
- Risk Management
- Strategic Financial Planning
- Superannuation
- Wealth
- Wealth Management
- Wealth Management Services
Philip H. Summary
- Philip H., based in Hobart, TAS, AU, is currently a Responsible Manager for AFSL at Collins SBA. Philip H. brings experience from previous roles at Collins SBA, Fiducian Financial Services and MyState Limited. Philip H. holds a 2019 - 2023 Masters of Financial Planning @ Kaplan Professional. With a robust skill set that includes Asset Allocation, Banking, Certified Financial Planner, Client Relationships Strengthening, Communication and more. Philip H. has 1 emails on RocketReach.
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