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

Philip Pote, CFP®

Name Philip Pote CFP®
Address Suite 4, 265-271 Pennant Hills Road
Thornleigh, NSW 2120
Phone 1300758086

I am committed to providing financial strategies designed to achieve my clients' financial and lifestyle goals. I have a wealth of financial planning experience as I have been in the financial services industry for over 15 years and am a CFP practitioner. I graduated from university as an engineer and worked in that profession for over twenty years prior to becoming a financial planner. I believe the mathematical and analytical skills I acquired as an engineer have greatly enhanced my ability to provide financial strategies for my clients in the ares of wealth creation, tax minimisation, retirement planning and risk management.

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