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 financial decisions for a better future.

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

Originally from Central Queensland, I now live in Sydney with my family (my wife Alana, and our Son).

About

Young man with blonde hair smiling, wearing a white shirt and black pants, standing outdoors in a wooded area with sunlight filtering through trees.

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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