Industry Experience

Philip is a qualified accountant and holds a Bachelor of Commerce degree from the University of Southern Queensland.

He is a Certified Practicing Accountant with a Financial Planning Specialist (FPS) designation, and is a member of the Financial Planning Association (FPA).

After completing his degree Philip worked as a senior accountant at Power Tynan, becoming a Director in 2001. Philip then developed and led the Financial Planning division of Power Tynan.

Phil is a director of Power Tynan Pty Ltd, which is the entity that manages the office of RBS Morgans Limited in Toowoomba.

Philip is remunerated by way of base salary and a share of the profit of the Toowoomba office as a shareholder in Power Tynan Pty Ltd.

Investment Style

Philip focuses on areas of planning that include estate planning, risk protection and portfolio management for companies, individuals, trusts and self-managed superannuation funds targeting long term investment growth and tax effective income.

Taking a personalised approach, Philip ensures a tailored made plan is established to meet the needs and desired outcome of each client.

Professional Associations

Financial Planning Association member

ASIC Approved Competencies

Securities

Managed Investments

Financial Planning

Margin Lending

Life Insurance

Superannuation

Authorised Representative: 267882