Phillip Win is a director and senior financial planner at Profile Financial Services, an independently owned boutique financial planning firm with
offices in the Sydney CBD and North Parramatta. Phillip joined Profile Financial Services in December 2003 as a Financial Planner following a number of years managing a small financial planning practice. Operating for over 20 years, they specialize in serving the wealth creation and protection needs of professionals and small business owners. Many of their clients are dentists and regular education seminars are staged on financial planning specifically for dentists. Phillip has worked in both boutique and institutionally‐owned firms and has developed a sound understanding of small business clients through his work with the Dental profession.
Phillip focuses on providing strategic advice to clients rather than the traditional product selling techniques engaged by the majority of the industry.
Areas of particular interest are educating the wider community of the need to consult a professional financial planner during times of important financial decision making and ensuring that people understand the true cost of the advice they are receiving.
Phillip is keen for financial planning to be recognised as a genuine profession and believes that to do so requires advice to be provided in an unbiased manner that is in the best interests of the client.
Phillip is a member of the Financial Planning Association and is a Certified Financial Planner.