Topline | Glynn Phillips

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Glynn Phillips

Adviser/Principle at Falconer Advisers

Intro Book

Experienced financial professional with 23 years of expertise in investments, estate planning, and wealth management.

Claim this Profile

Location

Tasmania, Australia, AU

Skills

Investments
Estate Planning
Superannuation
Wealth Management
Financial Planning
Small Business
Financial Advisory
Strategic Planning
Retirement Planning
Retirement
Strategic Financial Planning
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$150.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Glynn has 23 years of experience in the financial services industry, which is a significant amount of time. His skills in investments, estate planning, and wealth management are in high demand. He has held various roles, including manager and adviser, which indicates a level of expertise. Location is Tasmania, Australia, which is a smaller market compared to major cities like Sydney or Melbourne. However, financial professionals with his level of experience can command higher rates. Let’s check averages. Financial planners with his background might average $100–$200 per hour. But considering his extensive experience and expertise, maybe higher. Some top financial planners can charge $250–$400 per hour. So I’ll estimate around $175–$225 per hour, but given his role as an adviser/principle, I’ll round down to $150 per hour.

Bio

Generated by

Topline AI

Glynn Phillips is a seasoned financial professional with 23 years of experience in investments, estate planning, and wealth management. He has held various roles, including Fleet Services Manager, Manager, and Adviser/Principle, and has a strong educational background in economics, marketing, and financial planning. With expertise in strategic planning, retirement planning, and small business, Glynn has a deep understanding of the financial needs of individuals and organizations. He is based in Tasmania, Australia.

Experience

Falconer Advisers
- Adviser/Principle
  - May 2005 - Present
Falconer Financial Services Pty Ltd
- Adviser
  - May 2001 - Present
  Our aim is to maximise the probability you will acheive your financial destiny. We help people make smart decisions about money.
Custom Fleet
- Fleet Services Manager - Sales
  - Jan 1996 - Sep 2000
  Sales of Fully Maintained Operating Lease services for large motor vehicle fleets
HFC Bank
- Manager
  - 1994 - 1995
AGC Limited
- Various
  - Nov 1985 - Nov 1992

Education

1981 - 2000

JCU, UTS, Deakin
Bachelor of Econ, Mst of Bus in Marketing, Grad Dip Financial Planning, Certified Financial Planner, Economics, Marketing and Financial Planning

1981 - 2000
1976 - 1980

BGS

1976 - 1980

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Glynn Phillips

Refer a Friend to Get
100 Credits For FREE

$150.0

Hourly Rate