The Financial Planning Association of Australia The Financial Planning Association of Australia

Glynn Phillips, CFP®


Name Glynn Phillips, CFP®
Company Falconer Advisers Pty Ltd
Address Level 5
45 Murray Street
Hobart, TAS 7000
Phone 03 62342233
Mobile 0409864464
Email [email protected]
Website http://www.falconeradvisers.com.au

My role is to help people maximise the probability of acheiving their financial destiny. I help my clients in making smart decisions regarding their money. The way I do this is to spend enough time with clients to ask the right questions and listen carefully to the answers so that I understand what is important about money to them.



My real world experience is built on my academic qualifications. I hold a Bachelor of Economics, a Graduate Diploma in Financial Planning and a Masters of Business in Marketing and am a Certified Financial Planner. In addition to this I undertake professional development each year well in excess of the required minimum. I am a member of the Financial Planning Association.



I particularly enjoy working with clients who own and operate their own businesses. Our firm specialises in solving the financial problems that arise from complex personal and business needs. For business owners this means tangible progess toward their retirement goal.



When I'm not at work I am usually at my children's soccer matches or repairing skateboards, scooters and childrens knees, or cooking something that will accompany a good red wine. I'm a lifelong Wallaby and QLD Reds supporter.

Areas of expertise:

Superannuation including SMSF's,
Investment including Shares,
Personal Insurance.

Qualifications:

Bachelor of Economics,
Graduate Diploma in Financial Planning,
Masters of Business in Marketing
CFP®

To find out more about me, view my LinkedIn profile.

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