Phil Clinton

Phil Clinton is an accountant by profession. Has been involved in the Financial Planning Industry for over 30 years. He was involved from the start of the industry in Australia and has seen it grow from simple investment advice to the much more complex area of Holistic Financial Planning. When asked what he does in his role he replies that he "Looks after the financial well being of his clients".

This covers a wide area from assisting clients with arriving at divorce settlements to providing, in conjunction with other professionals, very complex estate planning matters.

He together with the lawyers and accountants he works with, strive to obtain the best outcome for the client. He has adopted the "Three Generation Approach" to his work. As a direct result he has been involved in collaborative planning for some years.

Phil sees the emergence of collaborative groups all working for the well being of the client as the most logical way for lawyers, accountants, family councillors and financial planners to move forward. It is much better for the client to have a lead advisor who guides the client through the areas they require assistance in to enable the best outcome for the client.

Phil is licensed through the Madison Financial Group and deals mainly with high net worth individuals and family groups.