Phil Clinton - Financial Planner
Phil Clinton is an accountant by profession and has been involved in the Financial Planning Industry for over 30 years. He was involved from the start of the industry in Australia and has seen it grow from simple investment advice to the complex area of Holistic Financial Planning.
Phil has been involved in "Collaborative Planning", working closely with a variety of specialists such as lawyers, accountants and family councillors all striving to obtain the best outcome for the client. The basis of this approach is that it is much better for the client to have a lead advisor guiding the client through the areas where they require assistance.
Phil is qualified as a Certified Financial Planner and holds a Bachelor of Business "degree" in Accounting.