Phillip Middleton - Sound Advisors

M Comm, FCPA, CFP® Authorised Representative | Email  

Phil has been providing personal financial advice since 1982, initially with industry pioneer, Robert Morrison in Sydney. Prior to joining Morrisons he worked in senior finance positions in listed Australian Companies and as a financial consultant in third world countries for Hawaiian Agronomics, a leading international consulting firm.

Having come from an accounting and financial management background, Phil has been well suited to the financial advice industry. He has a Master of Commerce degree from the University of New South Wales, is a Fellow of the Australian Society of CPAs and is a Certified Financial Planner.

Phil moved his family to Adelaide in 1990 to join his brother as a Principal and Financial Adviser in the Adelaide office of Pembroke Financial Planners. That business became Ord Minnett and subsequently Prescott Securities, which is where he worked until February 2012. Middletons Securities was established shortly thereafter and renamed Midsec Financial Advisors in March 2018.

Phil has a diverse client base, consisting of current and former farmers, business owners, professionals, senior executives and public servants as well as people who have come into money from inheritance or good fortune. “Their common traits are that they want to see a good reliable income being generated by their investments, with a bit of growth, not too much tax and not too much risk.”

He is a Certified Financial Planner® (CFP®) and an Authorised Representative of Lonsdale Financial Group Limited.