Phil
Drummond

With over 14 years experience in the Foreign Exchange and Precious Metals Options markets, and over 20 years as a Financial Adviser, I enjoy breaking down the complexities of structuring, investment markets, and superannuation legislation, to provide clarity around my clients’ financial lives, acting as a sounding board for their financial decisions. Building quality, long term relationships with clients and accompanying them on life’s journey, is a passion of mine. I look on it as a privilege to almost be like ‘one of the family’, to be involved in their personal lives.

I work with a broad range of clients from younger accumulators wanting to manage their affairs efficiently, pre-retirement, and also those who have worked hard all their lives and are now at a stage they want to kick back and relax and have a Personal CFO looking after them to safeguard their legacy.

Outside work I enjoy dinners with friends, spending time with my children/in laws, catching up with old school mates to watch Rugby Tests and time in the park with our dog Spencer.

Qualifications and memberships.

• Advanced Diploma of Financial Planning
• Diploma of Financial Services

Service areas