Terri Phillips Email
Investment Adviser @ Sentinel
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Terri Phillips Location
- Perth, WA, AU
Terri Phillips Work
- 2018 -now Investment Adviser @
- 2017 -2018 Associate @ Morgan Stanley Wealth Management
- 2015 -2017 Investment Administrator @ The Wealth Designers
- 1996 -2014 Cash and Fixed Interest Manager @
- 1988 -1995 Assistant Fund Manager @ Mercury Asset Management
Terri Phillips Education
- City University London
Finance and Economics
- Kaplan Professional
Graduate Diploma - Financial Planning
- SIA
Diploma of Financial Advising
Terri Phillips Skills
- Portfolio Management
Terri Phillips Summary
- Terri Phillips, based in Perth, WA, AU, is currently a Investment Adviser at Sentinel. Terri Phillips brings experience from previous roles at Morgan Stanley Wealth Management, The Wealth Designers, Patersons Securities Limited and Mercury Asset Management. Terri Phillips holds a Finance and Economics @ City University London. With a robust skill set that includes Portfolio Management and more.
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