Phil Pilgrim

Phil Pilgrim is a seasoned professional in the investment and financial services industry, currently serving as Co-Founder of Lumiant since November 2019. Previously, Phil held the position of General Manager - Partnerships and Distribution at Implemented Portfolios Limited from November 2019 to November 2022, where efforts focused on enhancing advisor-client relationships in investment management. Additional experience includes roles as Director at YourWelcome, National Manager of Partnerships at BT Financial Group, and Project Sponsor at Legal & General, where Phil led significant digital investment platform initiatives. With a history of success at Bravien Financial and various consulting roles, Phil's expertise spans sales, marketing strategy, and platform development in the financial advisory sector. Phil holds an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Australia.