Phil George

Gestionnaire de Portefeuille-Actions chez Entrust Wealth Management Pty Ltd.

Profil

Mr. Phil George is a Private Wealth Adviser at Entrust Wealth Management Pty Ltd.
He emphasizes the importance of a team based philosophy in combining Portfolio Management, Financial Planning and Portfolio Administration to create a comprehensive, bespoke financial solution for each client.
Primarily a Private Portfolio Manager, he covers a full range of investment options, including Australian and international listed shares, bonds and high-yielding income investments.
His knowledge and experience is complemented by his support team’s extensive background and skills in financial and strategic planning.
He works with a wide range of individual clients whose primary goal is to have a focus on protecting and accumulating wealth, are typically time poor and prefer not to manage the day to day operations of their personal wealth.
Beginning his career in Melbourne trading stocks on London and US markets, he returned to Perth in 2004 and spent the next ten years with Macquarie Bank.
He elevated to a Senior Advisor, then Associate Director before joining Entrust in 2014.
His knowledge and respected position within the investment community is reinforced by his regular guest appearance for Sky Business News and weekly commentary on ABC morning radio with Geoff Hutchison.
As an authorised Representative of an Australian Financial Services Licensee, he is supported by the infrastructure of Entrust Private Wealth Management.
Entrust’s unique operating structure and client service delivery was reinforced as a model of choice by Euroz who acquired Entrust in 2015 to provide a “best of breed” Private Wealth Management capability within their business.

Postes actifs de Phil George

Sociétés	Poste	Début
Entrust Wealth Management Pty Ltd.	Gestionnaire de Portefeuille-Actions	01/01/2014