I’m excited about the opportunity to have a positive impact on the financial affairs of each and every one of my clients.
Phil is passionate about all aspects of business. His early career was in Audit, both within Australia and then later in the USA and Canada. This experience gave him first hand exposure to a wide range of industries and unique business models.
On returning to Australia he then worked in Corporate Advisory where he was involved in the listing of more than 20 companies to the ASX. In 1999 Phil established his own accounting and business advisory firm which he continues to lead today. In 2008 this became part of the Bentleys national network of independently owned and managed firms.
From 2012 to 2016, Phil was appointed to the board of the ASX listed company Countplus Ltd (ASX code: CUP). This is an aggregation of 20 accounting and financial planning businesses throughout Australia and has a market cap of $80m.
He is highly regarded for his advice on commercial matters and is often sought after by clients for his opinions and views. This has enabled him to provide invaluable help in a wide range of accounting matters covering areas such as business advice, reviewing organisational structures, completing public company audits as well as undertaking formal business valuations.
Phil is a registered company auditor and works with the audit team completing public company audits. He is also a registered tax agent which enables him to provide his clients with general taxation advice.
Phil has been actively involved in the Securities Institute of Australia (now known as Finsia) where he was the lead lecturer in their core unit Investment Analysis and Valuation and has been appointed by his professional accounting body as a Financial Planning Specialist.
In recognition of his contribution to the profession, Phil was invited to join the State Education committee for the Institute of Chartered Accountants in Western Australia which had overall responsibility for the training of Chartered Accountants in WA. He was also appointed by AusIndustry to provide Business Planning and Business Assessment advice – one of few Chartered Accountants to have dual accreditation.
Philip is an Authorised Representative (RN: 000231607) of Count Financial Limited (ABN 19 001 974 625, AFSL 227232).