Philip Pote, CFP®

Name Philip Pote CFP®
Company Maple Asset Advisory Australia Pty Ltd
Address 25 Hastings Road
Terrigal, NSW 2260
Phone 0403 446 787

I am committed to providing financial strategies designed to achieve my clients' financial and lifestyle goals. I have a wealth of financial planning experience as I have been in the financial services industry for over 15 years and am a CFP practitioner. I graduated from university as an engineer and worked in that profession for over twenty years prior to becoming a financial planner. I believe the mathematical and analytical skills I acquired as an engineer have greatly enhanced my ability to provide financial strategies for my clients in the ares of wealth creation, tax minimisation, retirement planning and risk management.

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