Staff Biography
Philip Windsor (Director) - Dip FP, BA DipEd, JP (Financial Advisor) | |
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Phil is the Senior Financial Advisor of Chrysalis Lifestyle Planning and a partner of the Jaques Stanmore Group. He is responsible for advice to clients and implementation of financial strategies. Phil has worked in the financial planning industry since 1996 and has been providing financial advice to clients for over 10 years. Phil’s scope of services include: - |
Justine Kitto - CFP Dip FP Cert IV (Fin Plan) (Paraplanner) | |
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Justine has been in the financial planning industry for 18 years. She is a Certified Financial Adviser. Justine has worked with Phil since 1996 and as his paraplanner since 1998. She is also an active member within the Financial Planning Association of Australia. |
Joanna Wihongi - Dip FS(FP) (Associate Lifestyle Planner) | |
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Jo is an Associate Planner at Chrysalis Lifestyle Planning. She supports Philip (Senior Financial Adviser) in providing client advice and continues to play a crucial role in the administrative aspect of the business. Jo is motivated by sports and staying active and participates in competitive netball. When not working or playing sport, Jo loves spending quality time with her family, husband Peter and son Ariki. |
Janet Fathers (Client Services) | |
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Janet works 3 days a week and assists Jo in all aspects of administration and client support. Janet deals directly with all fund managers, investment companies & insurance providers. |
Silvie Windsor (Client Services) | |
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Silvie is married to Phil and works part time in client support. Silvie brings strength and creativity to our client service standards packages. |
Suite 301, 7 Oaks Avenue Dee Why NSW 2099 | P +61 2 9972 2633
Chrysalis Lifestyle Planning | ABN: 22 127 418 982
Australian Financial Services Licence No 318597
© 2019 Chrysalis Lifestyle Planning. All rights reserved.