Courtney Phillips

Financial Planning Administrator

As a Financial Planning Administrator, I support both our advisers and clients throughout each stage of the financial planning process, helping to ensure everything runs smoothly and efficiently behind the scenes.

I enjoy the variety each day brings and take pride in delivering a reliable, organised service that contributes to a seamless and positive experience for our clients.

Since joining Four Pillars Financial Planning, I’ve valued being part of a team that is committed to helping clients plan with clarity and confidence for their future. It’s rewarding to know that my work supports the delivery of a professional, consistent service and plays a part in helping clients achieve their long-term goals.

Outside of work, I enjoy taking time to recharge, whether that’s getting lost in a good book, discovering new coffee spots, or spending time with friends and family.