Phillip Win Email & Phone Number
Managing Director @ Profile Financial Services
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Phillip Win Location
- Sydney, NSW, AU
Phillip Win Work
- 2024 -now Senior Financial Advisor @
- 2003 -now Managing Director @
- 2001 -2003 General Manger Financial Planning @ Anderson Burkett Financial Services
- 1998 -2000 Paraplanner @ Ipac Securities
- 1996 -1999 Paraplanner @
Phillip Win Education
- The Australian National University
BEc (Statistics)
1992-1995 - St Pauls College, Walla Walla 1986-1991
Phillip Win Skills
- Public Speaking
- Cash Flow
- Portfolio Management
- Financial Markets
- Peer Mentoring
- Financial Services
- Superannuation
- Investments
- Finance
- Financial Reporting
- Tax
- Wealth Management
- Presentation Skills
- Strategic Financial Planning
- Investment Advisory
- Financial Advisory
- Business Planning
- Management
- Certified Financial Planner
- Financial Planners
- Cashflow Management
- Presenter
- Asset Management
- Wealth
- Strategy
- Financial Planning
- Marketing
- Small Business
- Mediation
- Retirement Planning
- Investment Strategies
Phillip Win Summary
- Phillip Win, based in Sydney, NSW, AU, is currently a Managing Director at Profile Financial Services. Phillip Win brings experience from previous roles at Profile Financial Services, Anderson Burkett Financial Services, Ipac Securities and Godfrey Pembroke Ltd. Phillip Win holds a 1992 - 1995 BEc in Statistics @ The Australian National University. With a robust skill set that includes Public Speaking, Cash Flow, Portfolio Management, Financial Markets, Peer Mentoring and more. Phillip Win has 2 emails and 1 mobile phone numbers on RocketReach.
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