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Rhys Phillips Location
Sydney, NSW, AU
Rhys Phillips Work
Director @ (July 2022 - Present)
Financial Planner @ (January 2016 - Present)
Senior Paraplanner @ (January 2010 - December 2015)
Rhys Phillips Education
Macquarie University
Bachelor of Commerce (Finance)
2007-2009
Rhys Phillips Skills
Banking
Customer Service
Estate Planning
Financial Analysis
Financial Services
Insurance
Investments
Microsoft Excel
Microsoft Office
Portfolio Management
Retirement Planning
Risk Management
Self Managed Superannuation Funds (SMSF)
Strategic Planning
Superannuation
Wealth Management
Financial Reporting
Project Planning
Phillips
Self Managed Superannuation Funds
Rhys Phillips Summary
Rhys Phillips, based in Sydney, NSW, AU, is currently a Director at Strategy First. Rhys Phillips brings experience from previous roles at Strategy First. Rhys Phillips holds a 2007 - 2009 Bachelor of Commerce in Finance @ Macquarie University. With a robust skill set that includes Banking, Customer Service, Estate Planning, Financial Analysis, Financial Services and more. Rhys Phillips has 3 emails and 1 mobile phone numbers on RocketReach.
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