Whytes Wealth Creation Specialists

Our Team

Phillip Brady

Phil’s career in the financial services industry spans over 20 years. Over that time Phil has owned his own practice, been a Director of a mid-tier accounting practice and most recently was the State Manager of a boutique wealth management business catering specifically for high net worth clients. Phil also consults to other financial practices in the industry.

Throughout these roles’ Phil’s focus has been on private client advice and meeting the varied needs of clients at all stages of their financial journey. Specific experience Phil will bring to Whyte’s will include:

An intimate knowledge of the industry structure and mechanisms to deliver advice to clients. We believe that this will assist us in making our business and service delivery to you even more efficient over time
High level investment experience – at Centric Wealth, Phil sat on the Group’s Investment Committee with seasoned investment professionals and oversaw the management of some $4.5B in Funds under Advice
A needs based focus on strategic financial planning that informs the construction of your investment portfolios.

Phil is a Certified Financial Planner (CFP), a Diploma in Financial Planning, and is a Senior Fellow of FINSIA. He will also complete his Masters in Applied Finance (MAppFin) this year. Phil is married to Maria and they have two children, Iris (6) and Milla (4) and live in Nundah.

Nancy Gonsalvez

Nancy has been working in the financial services industry for over 15 years and joins Whytes to provide administrative support all of our valued clients.