Project Description

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, Property Investment, Lending and Treasury Committees.

Philip has over 40 years of experience in the financial services industry, across financial planning and funds management. Philip has been a solicitor of the Supreme Court of Queensland and the High Court of Australia for more than 40 years and was previously a partner in a Brisbane Law Firm for 19 years, with experience predominantly in the areas of commercial and corporate law. For the past 25 years he has been the Managing Director for Trilogy Funds, including its predecessor responsible entity. In addition to qualifications in law, he is a fellow of Finsia and has qualifications at a post graduate level in financial services and mortgage lending through Finsia (and its predecessor the Securities Institute of Australia).

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 Industrial Property Trust and MDC Trilogy Wholesale Yield Fund I. 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.