Philip McCoy
Financial Adviser
Philip McCoy – Financial Adviser
Philip has been a Financial Planner for 25 years and continues to enjoy helping people understand their current financial position, assisting them to unpack their dreams and identify milestones along their financial management journey.
He believes the financial planning process is designed to empower clients to make wise decisions about their money. Success is achieved when complex strategies are understood and embraced!
He love interacting with people and enjoy catching up with clients, family and friends. When time allows a few hours on the motorbike tacking some ‘twisties’ with mates is great fun!
Areas of Specialisation:
- Superannuation and retirement planning
- Self-Managed Super Funds
Qualifications:
- Certified Financial Planner
- Bus (Accounting)
