Russell Phillips
Certified Financial Planner & Authorised Representative
Russell Phillips joined HJB in January 2011 as a Certified Financial Planner to assist in providing financial planning services to HJB Clients. Russell has worked in the financial planning industry for 15 years in a variety of roles. He specialises in providing assistance and advice to clients with complex needs, helping them grow their portfolios.
Russell moved from Melbourne to Brisbane in 2002 to live with his soon-to-be wife, and now has two young daughters attending primary school and preschool. Russell attended the selective entry Melbourne High School, and excelled academically, twice finishing in the top 0.3% of students nationally in the Australian Mathematics Competition. After graduating from Monash University in 1995 with a Bachelor of Commerce degree, Russell commenced employment with a small financial planning practice, moving into the position of financial adviser by his mid-twenties. Russell also completed a Graduate Diploma in Financial Planning from the Securities Institute during this time.
Russell subsequently worked for a major bank specialising in formulating and writing advice for Private Bank Clients with diverse requirements. Upon moving to Brisbane, he concentrated on training Financial Advisers on devising strategies to improve the quality of their advice. Russell’s most recent professional role prior to commencing with HJB was as a technical specialist, with high net worth national financial services firm. Russell is a member of the Financial Planning Association as a Certified Financial Planner.