Meet Our Team
DirectorPhil is a Principal of AWT Financial Services since September 2016.
He commenced his professional career as an analyst in the audit division of Deloitte, one of the largest global service providers, he later worked as a corporate accountant at Barrick Gold.
In 2007, he entered the financial services industry at Insight Financial Partners as a financial adviser where he advised clients from 2007 – 2016; he was a Director and Shareholder in the company from 2010 – 2013.
Phil specialises in covering various aspects of personal financial planning including investments, retirement planning and risk management. He works with clients from a wide range of backgrounds and provides strategies that are suited to their circumstances. He educates and assists clients in making informed financial decisions and, as a CPA, Phil has a strong tax background.
Philippe Bossert is an authorised representative Core Financial Services Pty Ltd (AFSL 480009).
Audrey is the Founder and a Principal of AWT Financial. Audrey established AWT Financial in anticipation of the licencing changes for accountants in order to ensure that she could provide clients with sound financial advice.
Audrey is also the Founder and Principal of AWT Accountants which commenced in July 2010. She has worked as an accountant since 1982 and commenced her accounting career with Deloitte. Between July 2006 and June 2010 Audrey was a partner in a Joondalup accounting firm. In July 2010, she started her own firm to offer her clients a professional and personalized friendly service whilst still maintaining timely and accurate information.
Audrey is a Chartered Accountant and in 2010 became a member and SMSF Specialist Advisor of the SMSF Association of Australia.
Audrey provides an environment where clients are able to discuss their concerns and goals. With her considerable experience, knowledge and integrity in both business and tax matters she is then able to provide both solutions and pathways for them to overcome difficulties and achieve their personal and financial goals.
AdministrationKaren Herbert assists in all areas of administration at AWT Financial Services. She is a valued member of the team and with her diligence and efficiency, she ensures client files meet all regulatory requirements.