Terri Phillips Email
Investment Adviser @ Sentinel
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Terri Phillips Location
- Perth, WA, AU
Terri Phillips Work
- Investment Adviser @ (May 2018 - Present)
- Associate @ Morgan Stanley Wealth Management (December 2017 - May 2018)
- Investment Administrator @ The Wealth Designers (April 2015 - November 2017)
- Cash and Fixed Interest Manager @ (November 1996 - June 2014)
- Assistant Fund Manager @ Mercury Asset Management (August 1988 - August 1995)
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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