Introducing Phillipsons Financial Planning

Phillipsons Financial Planning provides wealth creation, wealth protection, superannuation, retirement and estate planning services to a diverse range of clients.

Whether you are in the early stages of your career and thinking about your future, or ready to embrace the joys of retirement, Phillipsons has a suite of well honed strategies to optimise your financial position.

Our advisors are specialists within their chosen field.

Ian Mein: Certified Financial Planner ®; and member of SPAA - the acknowledged peak body for professional advisors within Australia's Self Managed Super industry, including but not limited to accountants, auditors, financial planners, lawyers, risk providers, actuaries, administrators and educators.

Katrina Van Gunst: Accredited Financial Planner (Adv. DFP) and portfolio management.

Ian Mein
Director of Phillipsons Financial Planning and Certified Financial Planner

Katrina Van Gunst
Financial Planner

 

Jenny Martens
Client Administration Officert

Linda Love
Self Managed Superannuation
Administration Co-ordinator 

Kara Wheeler
Systems Administration Officer

Sarah Arthur
Administration Officer

Kristy Piper
Administration Officer