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Adam Phillips

Certified Financial Adviser / Partner Newstead

I am based in our Newstead office and have extensive experience in the financial planning industry. In 2009, I made the move to establish my own private practice under the Magnitude Dealer group. Prior to this I spent over 19 years in Financial Services during which time I have held Senior Positions in both Westpac and other major Australian companies. I was with Westpac Financial Planning for 7 years as a Senior Financial Planner where I was successful in building a business through excellence in client service and advice.

I focus on a holistic approach to financial planning. I tailor my advice specifically for each individual client to help them achieve their goals and objectives. Through the ongoing service proposition, I provide to my clients, they can monitor and enhance their plans with regular reviews and market updates.

Throughout my career, I have developed a sound knowledge of investments, superannuation and asset protection strategies. My specialist skills are in the areas of Retirement Income, Retirement Planning, Wealth Creation, Company Executives and Self-Managed Superannuation Funds. I have a particularly keen interest in portfolio construction and pride myself on achieving creative portfolios to deliver maximum performance through all investment cycles.

I have two young children, Hailey and Oscar and enjoy spending time with them. I enjoy boating and water sports, and enjoy a round of golf, all be it too infrequently.

I am on the board of the Coen Ashton Foundation, which is a charity dedicated to Cystic Fibrosis awareness and organ donation.

What Qualifications And Professional Memberships Does Adam Have?

I am a Certified Financial Planner™ or CFP® Practitioner which is the highest level of professional designation available. I also hold a Bachelor of Business Degree, a Graduate Diploma in Applied Finance and Investment, as well as a Masters of Business Administration.

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