Former business growth manager of Fortnum Private Wealth moves to business coaching

From

Phil Little

Phil Little joins Slipstream Coaching as the organisation’s business coach to high-performing financial planning firms throughout Australia.

He joins with over 30 years of experience in financial services, including managing director roles at Henry Financial Group for eight years, and Synergy Financial Services for seven years. His most recent role prior to Slipstream Coaching was Business Growth Manager for Fortnum Private Wealth.

Phil joins Slipstream Coaching at a time when the company is actively seeking to increase the financial planning side of their coaching business.

Slipstream Coaching’s Director, Scott Charlton says, “Quite simply, we couldn’t have asked for a better, more qualified person to lead the way”. Phil’s appointment supports the company’s ongoing commitment to assisting accounting and financial planning firms to achieve their full potential.

Phil has held various senior executive roles in several leading financial organisations throughout his career. Having also been a principal of a financial planning practice for almost ten years, setting up and running a licensee, and previous roles as the national recruitment manager for leading licensees, Phil has experienced all aspects of the advisory world.

He brings with him the experience to quickly assess a business situation, determine a range of appropriate initiatives and convey profound insights to practitioners. Having meaningfully interacted with hundreds of financial planning firms around Australia, Phil’s understanding of how high performing firms operate is a distinct advantage when advising clients throughout their coaching journey.

The decision for Phil to make the move to an independent coaching organisation was greatly due to being able to provide advice and assistance which is demonstratively free of any other agenda. Phil’s coaching is no longer diluted by the many and varied responsibilities inherent in the business development roles he has had whilst a licensee employee. Now, his absolute focus is on assisting clients to achieve their objectives.

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