About Phillip

Financial advice built on evidence, experience, and clear thinking.

I’m a financial adviser and wealth manager based in Sydney, helping clients make better long-term financial decisions.

My work combines financial planning, accounting, markets, and macroeconomic research — with a focus on how money actually works in practice.

Phillip Kirk, Financial Adviser AFP® 
MFinPlan, BBus(Econ), Accountant (MIPA), SSA®, JP 

Qualifications and professional standing.

Formal qualifications, industry memberships, and academic education supporting financial advice, accounting, and investment decision-making.

Professional Qualifications and Memberships

Financial Adviser — Member of the Financial Advice Association Australia (FAAA)
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Qualified Accountant — Member of the Institute of Public Accountants (IPA)
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SMSF Specialist Adviser — Member of the SMSF Association (SMSFA)
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Justice of the Peace (NSW) — JP #258406
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Academic Education

Master of Financial Planning (Distinction)
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Bachelor of Business — Economics & Finance
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Certificate IV Bookkeeping & Accounting
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A personal note.

Originally from Central Queensland, I now live in Sydney with my family.

My interest in finance started early and has developed through years of study, professional experience, and ongoing research into how money, markets, and the economy actually work.

The goal of my work is simple — to help people make better long-term financial decisions by understanding the system more clearly.