Philip Hutton

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BCom GradDipFinPlan

Authorised Representative: 000381350

Private Client Adviser

"I believe adopting a holistic approach when providing wealth management advice will assist in providing better outcomes for my clients over the longer term."

Phil commenced his career in the financial services industry in London in 2000 after graduating from the University of Tasmania. He has developed his skills in both maintaining client relationships and navigating complex financial strategies and markets. Phil is fully qualified to provide financial advice and holds a Bachelor of Commerce Degree, and a Graduate Diploma in Financial Planning.

Services and specialities

  • Financial Planning
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Phil will choose underlying investments which meet his strict investment parameters around value, price, credit worthiness and a history of shareholder returns. Phil is a great believer in setting goals and working with his clients to work towards achieving their financial objectives on an ongoing basis.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce, University of Tasmania, 2000
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2016
  • Graduate Diploma of Financial Planning, Finsia, 2004
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by RBSM Tas Pty Ltd which operates the business of Morgans Financial Limited - Hobart. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of RBSM Tas Pty Ltd, I may be entitled to a share of profits.