Phillip Mortimer

Manager

Qualifications

• CPA

• Bachelor of Economics

• Graduate Diploma in Applied Investment & Finance

Experience

Phil joined Lincolns in 2010 and provides taxation and business advice.

Phil’s specialist areas include wine industry, aged care and assisting small to medium businesses. In addition to helping clients with their tax compliance and planning, he is keen to assist businesses and their owners grow. This includes liaising with his clients’ banks and lawyers. Phil was an investment advisor for over 8 years and as such he has a strong knowledge in this area.

What’s your favourite song?

When the saints go marching in. Being Melbourne born and bred I am a long suffering supporter of the St Kilda Football Club.