After establishing his own practice in 1983, Philip expanded his business throughout Victoria and across state boundaries. Phil’s practice became acknowledged as a specialist in investment strategies and business risk insurance, and the acquisition of an office in Brisbane in the late 90s proved to be a forerunner to the Findex growth by acquisition strategy on a national basis.
In 2001, Philip became a founder of Findex through a merger with Spiro and Terry Paule. Whilst rapidly growing in size, the organisation made it a priority to maintain a solid ‘grass roots’ relationship with clients. Philip regards high quality as a cornerstone of the business.
Philip holds a Diploma in Financial Planning (Deakin University) and is a Certified Financial Planner.