Philip Sharp
Senior Vice President,
Financial Adviser
Direct:
(02) 9775 2086(02) 9775 2086
My Mission Statement
Excellence that empowers; for the comfort and prosperity you deserve.
My Story and Services
In his spare time, Philip Sharp is a strategic, world class player on the dodgeball court, and harnesses nerves of steel and a keen focus to scuba dive in the freezing waters of Iceland. It should come as no surprise that he navigates the challenges of a dynamic financial landscape with a cool head and steady hands.
Philip’s high achieving tendencies spill over into his professional arena, where he combines his extensive knowledge of tax, estate planning and strategy knowledge with the global insights, opportunities and investment capabilities of Morgan Stanley. It’s a combination that empowers him to construct investment portfolios and target financial outcomes that are bespoke to the wants and needs of his valued clients.
Phil’s areas of speciality include superannuation and retirement planning, high net worth investing, inter-generational wealth transfer and estate planning.
“Not only does Phil provide professional and knowledgeable financial planning advice, he is an amiable individual with excellent practicable skills and a winning sense of humour who goes the extra distance to ensure the desired result.” – Unsolicited client feedback on Philip Sharp. Source: LinkedIn.
Philip’s high achieving tendencies spill over into his professional arena, where he combines his extensive knowledge of tax, estate planning and strategy knowledge with the global insights, opportunities and investment capabilities of Morgan Stanley. It’s a combination that empowers him to construct investment portfolios and target financial outcomes that are bespoke to the wants and needs of his valued clients.
Phil’s areas of speciality include superannuation and retirement planning, high net worth investing, inter-generational wealth transfer and estate planning.
“Not only does Phil provide professional and knowledgeable financial planning advice, he is an amiable individual with excellent practicable skills and a winning sense of humour who goes the extra distance to ensure the desired result.” – Unsolicited client feedback on Philip Sharp. Source: LinkedIn.
Services Include
- Superannuation and Retirement Strategies
- High Net Worth Investing
- Wealth Transfer and Estate Planning
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
Phil is often sought out by high net worth individuals due to his specific combination of skills and experience. His knowledge of investments markets, coupled with his experience in financial planning disciplines across taxation and estate planning, means he is able to provide investment advice that takes into account a broad view of the clients’ circumstances.
This allows Phil to match the investment portfolio to not only their investment objectives but also to match the tax and broader financial issues that can come into play.
This allows Phil to match the investment portfolio to not only their investment objectives but also to match the tax and broader financial issues that can come into play.
Experience
After completing his Bachelor of Commerce at Sydney University, Phil started his professional career in1999 before moving into the wealth management industry. Since then he has completed numerous courses including his (synthetic) Series 7, a Graduate Diploma in Financial Planning, a Certified Financial Planner qualification and the Self-Managed Super Fund (SMSF) specialist course.
Education
University of Sydney - Bachelor of Commerce, Accounting and Finance
Graduate Diploma of Financial Planning
Graduate Diploma of Financial Planning
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2086(02) 9775 2086
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
Article Image
Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
Article Image
Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
Article Image
High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
Article Image
General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
Article Image
Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
Article Image
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
Article Image
Ready to start a conversation? Contact Philip Sharp today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.