Skip navigation
We helped Mary with investment and insurance advice
Mary benefits from the professional advice we provide with regard to Direct Share Portfolios and Reducing Tax

I heartily recommend Phil to anyone seeking advice in investment or insurance, the Hillross Team have provided me with peace of mind knowing I am cared for by a team of friendly professionals

Mary Clift
Contact an adviser
We've been helping Warwick and Judith manage their financial affairs
Warwick and Judith benefit from the Retirement Income Strategy advice we offer.

Phil is highly professional in his dealings with his clients and his staff are friendly and efficient. We are most happy to be dealing with Hillross Tamworth.

Warwick and Judith Laing
Contact an adviser
We pride ourselves on building strong relationships with our clients
Bill and Wendy enjoy the benefits of Reduced Taxation due to the Strategic Asset Allocation advice we provide

We would like to take this opportunity to thank the Hilllross Tamworth team for their advice and support since 2005.

Bill and Wendy Noble
Contact an adviser
We help Marjorie manage her financial security
We take the hassle out of Centrelink issues for Marjorie giving her more time to enjoy her retirement

Once again, thank you so much for your continued efforts to ensure that I have absolute peace of mind, a treasured acquisition at my stage of life.

Marjorie Mahoney
Contact an adviser
Efficient service in person or over the phone
In addition to the regular Reviews, Howard and Lyn find having access to the office by phone and the prompt and efficient response of our staff, overcomes the geographical challenges living in the country can bring.

Lyn and I have been very satisfied with Phil’s advice and assistance at all times. If we have any questions, we phone Phil’s office and his staff are prompt and efficient in response.

Lyn and Howard Munday
Contact an adviser

We are Financial Specialists

About Hillross Tamworth

We are a local award winning team of experienced and knowledgeable advisers that will lead you into making the right decisions to achieve your financial and lifestyle goals.

  • Philip Penman

    Principal Adviser

see our people

  • PARTNERSHIP WITH HILLROSS

    Hillross is one of Australia’s premier wealth adviser firms. As part of the Hillross network, we believe that professional wealth management should not be left to chance.

  • Visit Hillross


  • PROFESSIONAL MEMBERSHIP

    Hillross is a Professional Partner of the Financial Planning Association of Australia (FPA).

    Visit the FPA website