your partner in business health and personal wealth

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 SMSF Association - 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 AFP ®: GradCertFinPlan; member of SMSF Association;  and portfolio management.

Ian Mein
Director of Phillipsons Financial Planning and Certified Financial Planner

Katrina Van Gunst AFP ® 
Associate

 

Rebecca Kuch
Client Service Management

Renee Mattson
 Self Managed Superannuation 
Funds Administrator

Linda Love
Portfolio Administration Co-ordinator