The Team

Phil Osborne - CEO

Phil’s approach to licensee management and compliance emanates from his background as an adviser and practice manager. With over 35 years of experience in financial services, the changes he has seen over that time are the influence behind Intelligent Planning not being mired in the past, but rather developing strategies to take advantage of the possibilities of the future.

A vocal supporter of the professionalism of Australia’s financial adviser force, he is actively involved in higher degree research into governance and ethical standards, the findings of which help keep Intelligent Planning at the forefront of both adviser and practice development.

Matthew Wallis - Relationship Executive

Matt has more than 20 years’ experience in financial services, joining the industry in the year 2000 as a fund administrator for AON Consulting. He has held a number of positions over the course of his career, including two stints, over a combined six years, in sales with AIG/AIA Australia. Matt took a career break in 2007 to play cricket in England and most recently was State Manager NSW for Synchron, a role he held for more than four years. He established his own financial advice practice, Beta Advice, under the Dirigere Advisory (now Intelligent Planning) banner in 2022, and continues to provide tailored insurance solutions to families and business owners. Matt has completed study for the Advanced Diploma of Financial Planning and Graduate Diploma of Financial Planning.