Email Address: firstname.lastname@example.org
Phone: +61 7 3039 2828
Mobile: +61 413 620 090
As co-founder and Managing Director of Trilogy Funds, Philip is responsible for leading a cohesive and high-performing team across Trilogy Funds’ three offices, overseeing business compliance, and developing product offerings. He sits on the Board’s Audit Committee, Compliance, Property Investment, Lending and Treasury Committees. He also acts as General Counsel for Trilogy Funds.
Philip has over 30 years of experience in the financial services industry, across financial planning and funds management. He was previously a partner in a Brisbane law firm, having been a solicitor admitted to the Supreme Court of Queensland and High Court of Australia for over 35 years. He is a Fellow of Finsia, with qualifications at a post graduate level in mortgage lending and financial services.
Philip leveraged his Legal and Financial Services qualifications as a founding director in 1998 of the funds management entity which evolved into Trilogy Funds. He is a key instigator of Trilogy Funds’ products, including the Trilogy Monthly Income Trust, Trilogy Enhanced Income Fund, Trilogy Wholesale Income Fund and various property trusts. Philip is passionate about creating financial products within the mortgage and property sectors that generate attractive income returns, as well as assisting younger generations to achieve their financial goals.
Qualifications and Memberships
- Bachelor of Laws
- Post Graduate Diploma in Financial Services and Mortgage Lending (FINSIA)
- Admitted to:
- - High Court of Australia
- - Supreme Court of QLD
- The Financial Services Institute of Australasia (FINSIA)
- Queensland Law Society
Expertise and Specialisation
- Property Investment
- Financial Services
Level 23, 10 Eagle Street, Brisbane City, Queensland, 4000
Trilogy Funds is one of Australia’s leading fund managers and financiers of property-based investments.
When it comes to property-based investing, we take things personally.
We’ve been building wealth together with Australian investors, advisers, developers and brokers for over 24 years. As we’ve grown, we’ve stayed faithful to the principles that have seen us build long-lasting relationships:
We respect the importance of every decision to invest with, borrow from or recommend us. Your goals drive how we find and share new investment, finance or development opportunities. Your experience with us is not a transaction, it’s the starting point of a fruitful and enduring relationship.
For us, building wealth together means fostering tailored, personal interactions. It means delivering:
• Better outcomes for investors
• Better construction and development finance solutions
• Better opportunities for our team and suppliers