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At Phillipsons Financial Planning, we like to do things a bit differently. We operate under our own Australian Financial Services Licence (AFSL), issued by the Australian Securities and Investment Commission (ASIC). That makes us different from the over 80% of licensed financial advisers who operate under an AFSL issued from a financial institution.
Our advisers are experienced, qualified professionals - not salespeople - who act only in the interests of their clients. Our fees are reasonable, transparent and communicated openly, so there are no nasty surprises. Phillipsons is a large and established accounting and financial planning practice, which has been operating in Gippsland for nearly 40 years, providing trusted advisory services.
We undertake rigorous investment and technical research, backed by some of the best independent research providers available in Australia. We don't take unnecessary risks with your money. We do not take commissions or receive any other inducements on investments. This ensures that our advice is free from conflicts and bias. We put you first.
Advice & Information, Aged Care, Annuities, Asset Protection, Bonds, Budgeting, Cashflow Management, Centrelink, Debt Consolidation, Debt Management, Direct Equities, Estate Planning, Gearing, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Loans, Managed Funds, Managed Investments, Mortgages, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Rural Estate Management, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural, Commercial
Accredited, Banklink, Certified, DIY, Evaluations, Fee For Service, Fixed Pricing, Guaranteed, Hire Purchase, Independently Owned, Licensed, Member FPA, Registered, Wholesale
Insolvency, Retirement
Individuals, Professionals, Self Employed, Small Businesses
Phillipsons provides a suite of services targeting small business needs in taxation, business, and financial advisory fields.
They have business specialists dedicated to helping businesses realize their potential.
According to Phillipsons, there is no better time than now to make such changes.
