You’re running a business so you need results – not obstacles. This is what most compliance consultants forget, and also that best practice needs to be in all parties best interests. Most clients wonder how their compliance requirements can be less of burden to their business, while changing regulations seem to require more and more measures to be put into place. Instead, practices need to look through all the noise and focus on what the practice of the future will look like, and what measures will support this.
How can we help?
From experience in financial services with groups ranging from the boutique to large corporate, the compliance solutions Phil provides are supported by having "coal face" experience as an adviser through to having served as Responsible Manager on several Australian Financial Services licenses; a wide range of situations that can be adapted to provide solutions for your business. This is definitely not a ‘one-size-fits-all’ approach – your business is the focus to provide the foundation for your practice to provide the best possible experience for you, your staff and (most importantly) your clients.
Phil is the founder and Principal of Philborne Pty Ltd, a Compliance and Development firm specialising in the financial services industryPhil’s over 30 years industry experience is well supported by having completed both Master of Laws and Masters of Commerce degrees. Compliance and business consulting is complemented by Phil's ongoing involvement in financial planning education; from training and lecturing to developing of course materials - all supported by a high level of technical knowledge and superior communication skills. An accomplished public speaker, Phil has presented at conferences for various financial services organisations both locally and internationally. In his time away from business he enjoys good food and wine (as his waist line will attest to) and is a keen fly fisherman and hack golfer. He still enjoys his first love – that of music – by conducting orchestras and choral groups in non-professional theatre productions.
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Business saleI had heard Steve talk at a seminar about the sale of FP practices. I had kept the information on Steve in a file and made contact with him when I was ready to sell. I found Steve to be very professional, ethical and diligent. After providing him with the detailed information he requested, he then proceeded with the sale process. I was expecting this to take 18 month to 2 years. Within a few weeks Steve had a number of ASX listed companies and advisers whom were interested in purchasing my asset. The Sale documents were signed on 6 months later
Business SaleForte’s focus at all time is on the client outcomes or in my case the advisers we looked after. The decision making is a large part on culture and then on the commercial aspects of the transaction. It is not easy to sell your business but it gives great comfort to work with professionals who have networks, processes and understand the marketplace intimately.