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Phil Comerford

Partner

Qualifications

  • Fellow of the Chartered Accountants Australia & New Zealand
  • Bachelor of Business (Accountancy)
  • Registered Tax Agent
  • Certificate IV in Property Services (Business Broking)
  • Justice of the Peace

Experience

  • Been in financial services industry since 1982
  • Been a principal advising business and individuals since 1995

Memberships & Professional Designations

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions

Community

Awards