General Manager
B. Bus. Grad Cert FP
Thank you for visiting our website and taking the time to learn more about Forest Wealth and how we can help you achieve your financial goals.
Hello! I’m Phil, the General Manager of Forest Wealth. With more than 18 years of experience in financial services, I’ve held a variety of leadership, advice, and operational roles that have helped shape my knowledge of the industry and my passion for delivering great client outcomes.
Prior to joining Forest Wealth, I held senior leadership positions within the financial advice profession, including National Advice & Operations Manager at Millennium3 Financial Services. These experiences have provided me with a deep understanding of advice businesses, compliance, technology, and the importance of putting clients at the centre of everything we do.
I firmly believe in the value of quality financial advice and the positive impact it can have on people’s lives. At Forest Wealth, my role is to support and empower our talented team with the tools, resources, and environment needed to help our clients make confident financial decisions and achieve their goals.
Outside of work, you’ll usually find me enjoying football (the round-ball variety), spending time outdoors with my family, or staying active in the local community. I live in Wahroonga, play football for Turramurra, and enjoy taking tennis lessons in Hornsby.
If you’re interested in learning more about becoming a client of Forest Wealth, please feel free to get in touch. Our team is here to provide personalised advice and guidance to help you build financial confidence and achieve the future you’re working towards.