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Our Team

Phillip Mortimer

Phillip Mortimer

Manager

[email protected]

Qualifications

  • CPA
  • Bachelor of Economics
  • Graduate Diploma in Investment & Finance

Specialties

Taxation, Business Advisory

Achievements

Phil joined Lincolns in 2010 and is currently providing taxation and business advice. His specialised areas include aged care and wine equalisation tax.  Along with these niches, Phil was an investment advisor with J B Were for over 8 years and as such he has a strong knowledge in this area.

Interests

Phil is an avid reader, a regular visitor to the wonderful beaches around Albany and home chef.  Being of Melbourne born and bred he remains a long suffering supporter of the St Kilda Football Club.

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