Who We Are
Our Team
Bill Phillips
Director / Principal Financial Planner CFP®
Bill is passionate about helping clients live fulfilled lives personally and financially.
With 18 years of financial planning experience, Bill holds a Bachelor’s Degree in Management and an Advanced Diploma in Financial Services (Financial Planning).
Bill is a member of the Financial Planning Assoiciation of Australia (FPA) and is a Certified Financial Planner®.
Bill is also a loving partner to Claire and father of Scarlett and Logan. A coastie through and through, he enjoys playing and watching soccer as well as keeping fit.
James Tarawhiti
Director / Principal Financial Planner
James enjoys working with clients to meet their financial goals. He is passionate about improving the financial position of his clients, their families and wider community by increasing their personal wealth and financial literacy.
James has over 15 years experience in financial planning working with clients on the Northern Beaches and Central Coast. James holds a Diploma Financial Services (Financial Planning) and is currently studying a Master’s in Financial Planning and is a member of the Association of Advisers (AFA) and also accredited to provide specialist advice to SMSFs
James is married to Michelle and has 2 children, Josh and Delilah. James enjoys spending time with his family and volunteers his time coaching juniors at his local rugby club.
The Financial Planning Association (FPA) is Australia’s leading professional community of financial planners. The FPA has over 11,000 members, of which 8,500 are practicing financial planners. As a professional association, the FPA has a clear and transparent management structure to make sure that the organisation is governed to meet the needs of its members and the general public.