The art of refinancing
13th May 2024
Our Team
Leon Phillips
Principal Financial Adviser
Tracy Phillips
Practice Manager
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Principal Financial Adviser
Practice Manager
Leon has over 30 years experience in the financial services industry and is the founder of Pacific Star Financial Planning which was established in 1998.
Leon holds an Advanced Diploma of Financial Services (Financial Planning) and is a graduate of the Stanford University Business School Executive Program. Leon is an authorised representative of Consultum Financial Advisers.
Leon is qualified to provide advice on a diverse range of financial services and products specialising in wealth creation, wealth protection, and investment portfolio management.
Leon holds many specialist accreditations, among them are:
His knowledge and understanding of all technical and legislative aspects of the financial services industry brings a superior level of service to Pacific Star clients.
Central to the success of our practice as a whole is Leon’s ongoing strong relationships with Pacific Star clients.
Tracy has been involved with Pacific Star since its inception in 1998, and she oversees the development, growth and strategic direction the practice takes.
Her ongoing role is to support the team, our clients and to ensure the smooth day to day operations of the business.
