Phil
Sheridan

Senior Financial Planner

Bondi and Sydney,
New South Wales
30 years of experience

ASIC number: 001004638

In their own words

With over 30 years of experience in financial advice, Phil is passionate about helping his clients by listening, understanding, and providing the right solution for their retirement needs.

Qualifications and Memberships

  • Bachelor of Business
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia

Service areas

Bondi and Sydney

Talk to Phil about your plans

A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.

Bondi and Sydney
Team

Vikram Singh

Mortgage and Finance Advisor

Simon Orbell

Head of Partnerships - Lending

Samuel Swiderski

Mortgage and Finance Advisor

Michael Letts

Mortgage and Finance Advisor

Lucy Collins

Mortgage and Finance Advisor

James Lutze

Mortgage and Finance Advisor

Henry Perenara

Mortgage and Finance Advisor

Enosh Tampoe

Mortgage and Finance Advisor

Kevin Nguyen

Financial Advisor

Marcus Walsh

Senior Financial Advisor

Phil Drummond

Senior Financial Adviser

Angela Aspinall

Senior Financial Advisor

Anuja Gupta

Senior Financial Advisor

Archie Figueira

Senior Financial Planner

David Collins

Senior Financial Advisor

Gina Zhang

Financial Advisor

James Walker

Executive Advisor

Jeffrey Chien

Senior Financial Advisor

John Felton

Senior Financial Planner

Kieran Hall

Executive Advisor

Mark Fitzgerald

Executive Advisor

Michelle Ho

Financial Advisor

Phil Sheridan

Senior Financial Planner

Peter Hasrouny

Financial Advisor

Selva Kathiresan

Senior Financial Advisor

Virginnia Hottes

Executive Advisor

Vivian Rudra

Senior Financial Advisor

Speak to our experienced team today.