Phil Osborne specialises in the development of personalised strategies and advice to suit each individual’s personal circumstances and needs. Phil has 25 years’ experience in the financial services industry, ranging from Management & Training to Financial Planning & Practice Management Consultation.
Phil holds a Master’s Degree in Commerce majoring in Financial Planning; the Diploma of Financial Planning completed with the Financial Planning Association in association with Deakin University and is a Fellow of the Australia & New Zealand Institute of Insurance & Finance.
Phil’s work career has included 9 years with AMP in Client Contact and Sales Management after which he has been an Adviser and Consultant with his own business, Philborne Pty Ltd.
As a planning philosophy, Phil works first on a strategic level to determine the most appropriate steps to achieve a clients’ stated objectives. Once this is determined, financial products (where appropriate) can be matched, either by Phil or this can be undertaken by the client should they wish to take ownership of this part of the planning process.
Phil brings a wealth of experience, expertise and knowledge to his role as a financial planner, and is able to provide advice in all areas of financial planning that Wealthy & Wise offer.