25/01/2012

Congratulations Jo and Pete on the arrival of their new baby boy Ariki! Born on the 25/01/2012, weighing 7.14 pounds and 52cm long.

02/12/2011 Wealthtrac Christmas Party

Phil wins 'Advisor Excellence' award at the Wealthtrac Christmas Party!

24/10/2011 AFA National Conference 2011

Phil attended the AFA conference held in the Gold Coast Oct 2011.

21/10/2011 AIOFP Conference 2011

Phil attended the AIOFP conference held in the Gold Coast Oct 2011.

21/07/2011 Our Client Services Manager is Expecting!

Our Client Services Manager, Jo and her husband Peter are expecting their first child due in January 2012!
They are looking forward to the new addition - not so much the lack of sleep that comes along with it.

23/05/2011  Phil attended the Annual AAP conference in Kuala Lumpur to discuss the future of the industry and forthcoming legislative changes along with Market and fund manager updates

 01/03/2011 BT Financial Group hosts an evening with Sir Michael Parkinson
 

 
03/12/2010 Receiving an Award
 
Phil receives 'Top Inflows Advisor' award for 2010, at the Wealthtrac Christmas Party.

 15/11/2010 Phil featured in 'Independent Financial Advisers' magazine - 'Man of many talents'
 
Phil was featured in a recent edition of the magazine in an article which profiled his career attributes and those of Chrysalis, establishing him as one of the premium independently owned licensees in Australia.

 
11/11/2010 Phil meets with the Deputy Governor of the Reserve Bank of Australia 

 
Phil meets the Deputy Governor of the Reserve Bank of Australia, Dr Phillip Lowe, at a closed boardroom luncheon with a few selected members of the Association of Independently Owned Financial Planners (AIOFP) to discuss the economic future of our nation. 
 
 

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