Introducing Phillipsons Financial Planning

Our promise to you 

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!

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 over 30 years, providing trusted advisory services.

Click here to meet the Financial Planning Team.

Click here for our Financial Services Guide.

Click here for our Privacy Policy.