Stuart McGilvray is the Senior Financial Planner at Phalanx Financial Services, a company founded in 2012. After working within the Financial Services industry for over ten years, Stuart’s passion for improving client’s lives and transforming their lifestyle fuelled him to create a positive and productive business in which he could assist his client’s in achieving their desired goals.
The term Phalanx can best be described as “people moving forward closely together”. This resonates well with our business philosophy. When you are a client at Phalanx Financial Services you can feel confident that you are entering a relationship built on trust and integrity. We know that you are unique therefore our approach is personalised. We work with you to discover your objectives and then implement strategies to ensure you are moving in the right direction.
Our main business premises is located in South Morang in the outer northern suburbs of Melbourne. We also meet with clients in Melbourne’s CBD or at their workplace or home for convenience. Our aim is to provide our service when and where it suits you. We will work with you to find the most convenient time for meetings if the traditional 9-5 hours aren’t suitable.
By utlising technology we also conduct webinars and Skype meetings so location isn’t an issue. We have clients located in a number of states around Australia and some based overseas.
If you would like to get in touch with Phalanx Financial Services please complete our form here. You can also sign up for our email list here to keep in touch with information webinars and other valuable sessions to keep informed with our latest updates and developments. We are also actively on the various social media platforms and you can find regular updates from us here or by ‘liking’ or ‘following’ us on each of the various sites.
We thankyou for visiting the site and look forward to working with you soon.