Director
Phillip’s motto is “I succeed if the investors and clients succeed.”
Phillip has been an active participant as an owner and operator of Advisory Businesses in Accounting and the Financial Services industry for over 25 years with many clients remaining with him from the beginning until present. Starting from humble career beginnings, Phillip has obtained experience working with an Australian Regulator and the predecessor to ASIC, “The Public Accountants Registration Board”, where his responsibilities included compliance, supervision and approval of registered Auditors and Public Accountants.
Over the last decade, Phillip’s wealth of experience has allowed him to accept Directorships and advise multinational businesses with significant turnover and assets in the billions, with tens of thousands of team members. He has advised on investments, strategic direction, income tax, accounting and financial related matters in Australia, most notably:
Phillip has advised investment clients since October 2000 when he was appointed as an Authorised Representative. His advice has covered on all keys aspects of advisory including Direct Equities, Managed Funds, Superannuation, ETFs, Managed Investment Schemes, Margin Lending, Retirement and Estate Planning.
Phillip has a unique set of complementary skills which has allowed him to deliver a very successful financial experience to investors.
Phillip has obtained academic awards and numerous qualifications to support and enhance his experience.
Manager
Biljana has over ten years of experience in the financial planning industry, dealing and liaising with high-net-worth individuals, sophisticated investors and local celebrities in Australia.
In recent years, Biljana has sustained extensive experience in managing an investment firm with a FUM in excess of $500 million and a client database in excess of 20,000 members. With her experience, she has successfully created campaigns for wholesale and sophisticated investments and has conducted all implementation and client management services.
Biljana has achieved a degree in Commerce (Economics & Finance) and received the ‘Golden Key International Society Award’ for being placed in the top 15% of students within the university. The Golden Key International Honour Society is the world’s largest collegiate honor society for graduate and undergraduate students, with over 400 universities around the world.