Phil Thompson

Phil has been a financial planner since 1996 and holds the following qualifications:

• Certified Financial Planner
• Masters of Management
• Bachelor of Commerce
• Diploma of Financial Planning

Phil’s areas of expertise include:

• Comprehensive personal financial planning advice and wealth management for salary and wages earners, retirees, Australian ex-pats living overseas and business owners.
• Superannuation plan advice and establishment
• Investment fund advice and establishment
• Advice relating to the use of borrowed funds, and any necessary establishment
• Personal insurance policy advice and establishment
• Salary packaging advice
• Budgeting and cashflow management advice
• Advice relating to estate planning for individuals and business owners

Phil has been providing general advice to people since 2004 through a weekly column in the Canberra Times answering readers’ financial questions.

Phil has been improving the financial literacy and understanding of many people by providing information on the financial planning industry through regular presentations to staff and members of schools, businesses, Government Departments and community groups.

Phil has been a long standing member of the Financial Planning Association and has been actively involved at a local ACT Chapter level, filling the role of Chairman from 2002 to 2007.

Phil has also been honoured by the Commonwealth of Australia, receiving a Bravery Medal from the Governor-General on behalf of Her Majesty Queen Elizabeth The Second.