About Phillip

Phil is a Private Wealth Adviser in the North Sydney office for the Shadforth Financial Group.

Education and experience

Phil holds a Bachelor of Commerce (Accounting) from the University of Western Sydney. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of Financial Advice Association Australia (FAAA). Phil also holds a Diploma of Financial Planning and an Investment Training College Certificate in Financial Planning.

Phil provides advice to a wide range of clients with particular interest in helping time poor professionals and executives simplify their financial affairs and keep them on the 'optimum path' to achieve their financial goals and objectives.

Awards and Industry Recognition

Phil has been recognised with the following awards:

• The Barron's Top Financial Advisers in Australia, in association with The Australian in 2024, 2023, 2022, 2021, 2020, 2019, 2018 and 2017.
• Top 50 Financial Advisers across Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2013.
• Phil commenced financial planning in 1996 in a Godfrey Pembroke practice in Sydney's CBD. In 1998 he was recognised by Godfrey Pembroke with an 'Outstanding Achievement' award and was offered partnership in 2001.

What my clients say

"Thank you again Phil for your expert advice and diligence. Financial security means so much to us and we’re very privileged to have a very personable and professional relationship with you and your team." 

Jennifer Leaver (client since 2012)

"Phil inspires confidence and trust with his well researched financial strategies. He communicates with us clearly and promptly. He listens to and addresses our questions and follows up on enquiries. He explains the advice he is providing and illustrates it well. We are both busy professionally and personally so Phil ensures that he fits into our schedules for appointments."

"Phil’s advice over the past 20 plus years has been sound and has served us well. And because of this we have recommended him to our own children. We are always happy to recommend Phil to others. "

Richard Cogswell SC and Anne Cogswell
Sydney

"In 2005 my wife and I became Phil’s clients, and between his exceptional service and advice, we are now well structured and positioned to achieve our long-term financial goals. Phil has been proactive and diligent in his service and has always kept in contact with us as market conditions or our own personal circumstances have changed."

"Phil has been professional in all our dealings with him, including our regular reviews and his excellent communication skills have kept us informed and up to date at all times. I have no hesitation in recommending Phillip to other prospective clients looking for professional financial planning services."

Damian Crowley
GM - Adviser Distribution, Perpetual Investments

"My wife and I became clients of Phillip Gillard at Shadforth in 2011. Since making the decision we’ve received consistently good advice and service that’s been tailored to our needs. Phillip has taken the stress out of our retirement plans and the tools used allow us to clearly see a bright future with the necessary contingency plans."

"His encouragement and interest in our overall financial wellbeing is highly valued. We have no hesitation in recommending Phillip to anyone wishing to strategically enhance their financial position." 

Captain Rob McCubbin (Retired)
Qantas

Outside of work

Phil lives on Sydney's North Shore with his wife and their four children. Away from work, Phil enjoys sport, with his main passions being cricket and golf.  He sat on the Committee of the Lindfield District Cricket Club for a decade and coached teams for 12 consecutive years.