Phil has been involved in the marketing and distribution of financial products/services for 30 years.
He was recruited by ING Bank (Insurance Asia-Pacific) to establish ING Financial Planning Limited in Hong Kong as the CEO/MD in 2002. He consulted to the SFC as a subject matter expert on financial intermediaries in Hong Kong in 2009. He has consulted to Manulife HK, Sun Life HK, Great Eastern Life Singapore/Indonesia and J Safra Sarasin Private Bank HK. He also founded the Just Service Group in 2014 as a fintech to support advisory/wealth management businesses and insurance companies.