Phil Burgess Email & Phone Number | As a Financial Adviser, I am passionate about helping my clients achieve their financial objectives and lifestyle goals. I specialise in providing high quality financial advice across a wide range of areas, including self-managed superannuation funds (SMSFs). My clients like to know that financially “things are going to be okay”, and take comfort from the peace of mind that comes with being organised, under control and on track to achieve the lifestyle they desire. I have been in the finance industry for over 30 years, holding senior management positions in general and personal insurance, superannuation and investment sectors. Prior to joining PSK, I owned and managed my own financial planning practice for several years. Further, I have developed strong relationships with other professionals, including Accountants, Solicitors, Mortgage Brokers and Stock Brokers to ensure my clients obtain the optimum solution for their financial needs.

Phil Burgess

As a Financial Adviser, I am passionate about helping my clients achieve their financial objectives...
Psk Financial Services, 6/44 MARKET STREET, Australia

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Phil Burgess’s Email philb@psk.com.au

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Phil Burgess’s Location Psk Financial Services, 6/44 MARKET STREET, Australia

Phil Burgess’s Current Industry Ceo Retirement Fun

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Work Experience

Ceo Retirement Fun

Retired

2021-08-01 00:00:00 - Present

Psk Financial Services

Financial Adviser - Senior Partner

2012-09-01 00:00:00 - 2021-07-01 00:00:00

Financial Accord

General Manager & Financial Adviser

2010-06-01 00:00:00 - 2012-09-01 00:00:00

Stirling Financial Solutions

General Manager & Financial Adviser

2007-09-01 00:00:00 - 2010-06-01 00:00:00

Mlc

Head of Licensee Relationships

2005-10-01 00:00:00 - 2007-08-01 00:00:00

Iag

Head of Sales

2001-03-01 00:00:00 - 2005-07-01 00:00:00

Hih Workers Compensation

Managing Director

1982-10-01 00:00:00 - 2001-03-01 00:00:00

Skills

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Languages

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FAQ About Phil Burgess

Phil Burgess is located at
Psk Financial Services, 6/44 MARKET STREET, Australia

Phil Burgess is a As a Financial Adviser, I am passionate about helping my clients achieve their financial objectives and lifestyle goals. I specialise in providing high quality financial advice across a wide range of areas, including self-managed superannuation funds (SMSFs). My clients like to know that financially “things are going to be okay”, and take comfort from the peace of mind that comes with being organised, under control and on track to achieve the lifestyle they desire. I have been in the finance industry for over 30 years, holding senior management positions in general and personal insurance, superannuation and investment sectors. Prior to joining PSK, I owned and managed my own financial planning practice for several years. Further, I have developed strong relationships with other professionals, including Accountants, Solicitors, Mortgage Brokers and Stock Brokers to ensure my clients obtain the optimum solution for their financial needs.

Phil Burgess currently works in the Ceo Retirement Fun |

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Phil Burgess has prior
experience in the following industries:
Psk Financial Services | Financial Accord | Stirling Financial Solutions | Mlc | Iag | Hih Workers Compensation

Phil Burgess has the following professional experience:
Ceo Retirement Fun | Psk Financial Services | Financial Accord | Stirling Financial Solutions | Mlc | Iag | Hih Workers Compensation