Senior Investment Advisor

Phil Stanbridge

Phil joined Cutcher & Neale Financial Planning & Wealth Management in 2021.

He holds an Associate Diploma in Business (Accounting) as well as an Advanced Diploma of Financial Services (Financial Planning).

Phil has in excess of 25 years’ experience in the Financial Services industry, having worked in various roles within the sector.

He has the necessary skills and experience to provide a high level of technical, superannuation, economic, financial market and product advice to his clients, as well as being focused on long‑term client relationships.

His holistic advice approach to financial planning ensures that clients are best positioned to realise their investment goals and objectives.

Phil has the following qualifications:

• Associate Diploma in Business (Accounting)
• Advanced Diploma of Financial Services (Financial Planning)
• Margin Lending & Geared Investments Accreditation (Kaplan)
• Self‑Managed Superannuation Fund Accreditation (Kaplan)
• Risk Insurance Accreditation (Kaplan)

Authorised Representative No. 1007279