Specialises in:

• Superannuation & Retirement Planning 
• Wealth Creation
• Insurance
• Tax Planning

Qualifications/Awards:

• CPA Australia Member
• Master of Professional Accounting
• Graduate Diploma of Financial Planning
• Graduate Certificate of Tertiary Teaching
• Bachelor of Commerce Honours
• Bachelor of Economics
• Diploma of Training and Assessment

Phillip Wong  

Associate Advisor & Paraplanner

Phillip joined the HGF team in 2022, having previously spent 13 years as a lecturer teaching accounting.  Phillip is undergoing his Professional Year Program to become a registered financial advisor. He has established several masters and post graduate programs for the Deakin School of Business, the Institute of Public Accountants and Holmesglen Institute.

Phillip is invested and is highly motivated to help clients transform their lives by helping them truly understand complex financial concepts. Phillip’s attributes and unique qualities are; complex financial modelling and tax planning, public speaking and conversational in Vietnamese and Spanish.

Phillip thoroughly enjoys educating clients to transform their lives both professionally and personally to help them successfully reach their goals & objectives.