Phillip Win - The Investment Series

"The most rewarding aspect of my job is being able to tell a client they are on-track/or have achieved financial independence, allowing them choice and flexibility for the future."

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Financial Planning

Phillip Win

Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.

Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.

Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.

Phillip lives in the Blue Mountains with his wife and two sons, and enjoys outdoor activities such as bush walking, road and mountain bike riding and golf. Being from Wagga Wagga, Phillip’s sense of community shows him coaching his son’s soccer team and managing his cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and combines his  passion for cycling with fund raising activities, including riding 1000kms over 7 days to raise close to $7,000 for the Future2 Foundation, one of the industry’s way of making a lasting difference in the lives of those who need it most, giving disadvantaged young Australians a second chance and hope for a better future.

Phillip has a strong interest and knowledge of investment markets and is constantly exploring "cutting edge" strategies to deliver to the clients of Profile.

Profile Financial Services

Profile Financial Services is a boutique firm of financial and investment strategists, with a 30-year history of delivering quality advice and measurable value to our clients and their families. Profile is not owned or licensed by any institution, and operates at the premium end of the market, providing high-quality, tailored, fee-based financial solutions to primarily professionals and small business owners and their families. The focus of Profile is on financial and investment strategies, not on product-based selling. Profile were early adopters and successful implementers of “Objectives-Based Investing” for clients, resulting in speaking engagements at industry conferences.

Lessons from this expert

Lesson types: Think like an investor

Why you need to endure the desert before you reach the oasis

Phillip Win

Many would be familiar with the phrase “the calm before the storm”, but in my experience working as a financial planner over the last 20 years, I have found the phrase “the desert before the oasis” provides a better analogy for clients working towards retirement.

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