Angus has over 25 years experience in funds management and working with financial advisers. His qualifications include a Bachelor of Business and Diploma of Financial Planning. He is a Chartered Accountant and Fellow of the Australian Institute of Company Directors. Former roles include State Manager for BT Financial Group (now part of Westpac) in both South Australia and Queensland, covering retail and institutional markets.
Phil holds a Bachelor of Laws Degree from the University of Sydney (1977) and is on the roll of Legal Practitioners of the Supreme Court of New South Wales. He first began advising in 1990 with Investor Security Group Pty Ltd (now Centric Wealth), before establishing an Adviser Investment Services practice with a colleague. They subsequently joined Premium Accounting Group in July 2002 of which Phil was a director. Prior to entering Financial Planning, Phil worked as a legal specialist mainly in the property and construction sectors.
Luke has been working in the Banking, Finance and Investment Industry since 2000. Throughout this time he has gained valuable experience and knowledge, with his previous roles including time at a boutique Portfolio Management firm where he held positions of General Manager of the firm and ‘Responsible Manager’ for the Australian Financial Services Licensee. Luke has completed a Graduate Diploma of Applied Finance, Diploma of Financial Markets, Graduate Certificate in Financial Planning. Luke is a Member of the SMSF Professionals’ Association of Australia Limited (SPAA) and a Graduate of the Australian Institute of Company Directors.