Philip joined the team at Planning Forward in 2013 as our Client Services Officer and Para Planner. Whilst completing his Bachelor of Applied Finance (Financial Planning) in 2012, Philip became passionate about helping people reach financial freedom in all stages of life. His role encompasses diversity and research ensuring Planning Forward provides the best service and advice for the client.
- Bachelor of Applied Finance in Financial Planning
Philip enjoys spending time exercising, travelling and relaxing over a pint of beer.
ASIC Authorised Representative – 1260787