Will Phielix, Senior Trader - DTR at HUB24 Limited

Will Phielix

Senior Trader - DTR at HUB24 Limited | Greater Sydney Area, Australia

Profile last verified July 2026
Financial Services Verified Profile Greater Sydney Area, Australia CFA Institute
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Will Phielix serves as a Senior Trader - DTR at HUB24 Limited, operating within Australia’s leading integrated wealth platform, technology, and data solutions provider. He holds educational credentials from the CFA Institute, which underpin his professional focus in the financial services industry. Based in the Greater Sydney Area, he oversees trading execution and reporting functions that support the firm’s mission to deliver accessible financial advice through its proprietary digital ecosystems.

BEST APPROACH TO REACH Will Phielix

Initiate contact through a targeted LinkedIn message proposing a brief consultation on Australian wealth technology partnerships, as your directory confidence scores indicate personal communication channels are the strongest available route for direct outreach.

Will Phielix Socials
Will Phielix Work Experience

Senior Trader - DTR at HUB24 Limited in August 2018 - Present

Equity Trader at BpBernstein Stockbrokers in August 2010 - July 2018

Proprietary Trader at Dynamic Wealth Stockbrokers in March 2007 - July 2010

Will Phielix Education

CFA Institute, August 2026

University of Pretoria, Bachelor of Commerce (BCom) Honours, August 2026

University of Pretoria, Bachelor of Commerce (BCom), August 2026

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Mentor Education, August 2026

Mentor Education, August 2026

Financial Education Professionals, August 2026

Will Phielix Skills
Financial Analysis Equity Trading Equities Financial Markets Derivatives Options Technical and fundamental analysis Financial Risk Management Portfolio Management Investments Bloomberg Investment Management Equity Derivatives Trading People Management Risk Assessment Risk Management Stakeholder Management Client Liaison Effective Time Management skills Stock Market Research TradeCIS, a user specified trading front-end program Microsoft office, including Word, Excel and PowerPoint IRESS trading program Adept Interpersonal and Communication skills Exceptional attention to detail Strong Decision Making skills Hedge Funds Fixed Income Trading Strategies Trading Systems Technical Analysis Asset Management Securities Analytical Skills Management Electronic Trading
About Will Phielix’s Current Company
HUB24 Limited

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians. Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology. Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians. As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience. myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.

Discover more about HUB24 Limited
Will Phielix’s Colleagues
Danielle Hinton

Danielle Hinton

Sydney, New South Wales, Australia

Corporate communications professional

Senior Communication Manager, Leadership, Culture & Shareholder at Origin Energy
(November 2018 – Present)

Tom Treffry

Tom Treffry

Greater Sydney Area

Sustainability | ESG | Strategy | Social Impact

Senior Manager, ESG at HUB24 Limited
(June 2025 – Present)

Lily Gaicd

Lily Gaicd

Greater Sydney Area

General Manager, Strategic Projects Delivery and Change at HUB24 Limited

General Manager, Strategic Projects Delivery and Change at HUB24 Limited
(November 2019 – Present)

Paula Farrall

Paula Farrall

Greater Sydney Area

State Manager, NSW at HUB24

State Manager, NSW at HUB24 Limited
(December 2022 – Present)

Soomeng Walker

Soomeng Walker

Sydney, New South Wales, Australia

Executive Assistant at HUB24 Limited

EA to MD, CFO & COO at HUB24 Limited
(April 2021 – Present)

SC

Sara Charman

Melbourne, Victoria, Australia

Business Development Manager at HUB24

Business Development Manager at HUB24 Limited
(April 2024 – Present)

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Frequently asked questions about Will Phielix

What is Will Phielix email address?

Email Will Phielix at [email protected] and [email protected]. This email is the most updated Will Phielix's email found in 2026.

How to contact Will Phielix?

To contact Will Phielix send an email to [email protected] or [email protected]. (updated on July 2026)

What company does Will Phielix work for?

Will Phielix works for HUB24 Limited.

What is Will Phielix's role at HUB24 Limited?

Will Phielix is Senior Trader - DTR

What industry does Will Phielix work in?

Will Phielix works in the Financial Services industry.

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