Phillip Win, CFP®

Name Phillip Win CFP®
Company Profile Financial Services
Address Level 9, 100 George Street
Parramatta, NSW 2151
Phone 02 96836422

I commenced my career in Financial Planning during the final year of my Economics degree at the Australian National University in 1995. Following the completion of my studies, I moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing my post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner. I have a strong interest and knowledge of investment markets and strive to constantly explore "cutting edge" strategies to deliver to the clients of Profile. I live in the Blue Mountains, am married and have two sons. I enjoy outdoor activities such as bush walking, mountain/road bike riding and golf. I enjoy giving back to the community and like most parents, I have coached my son’s soccer team and managed his cricket team. I am a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and was involved in the infamous “The Cricketers” photo during the October 2013 Blue Mountain fire campaign, which raised $29,000 for the Blue Mountain bushfire relief fund.

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