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Phillipsons Financial Planning provides wealth creation, wealth protection, superannuation, retirement and estate planning services to a diverse range of clients.
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.
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.
Seminars
Administration, Advice, Annuities, Audits, Establishment, Lost superannuation, Pension transfers, Planning, Revisions
Centrelink Planning, Commercial, Estate Planning, Funds Management, Group, Income Streams, Individuals, MYOB, Negative Gearing, Portfolio Management, QuickBooks, Quicken, Retirement Planning, Rollovers, Self Managed Funds, Superannuation, Trust Deeds
Accredited, Australian Owned, Certified, Delivery, DIY, Fixed Pricing, Free Consultations, Guaranteed, Licensed, Locally Owned, Pay As You Go, Registered
Asset Protection, Asset Purchasing, Budgeting, Cashflow Management, Direct Equities, Income Protection, Investments, Life Insurance, Mortgages, Pensions, Redundancy, Social Security Planning, Trauma Insurance, Unit Trusts, Wealth Creation
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.
