You are here: Home > Our Services > Financial Planning
your partner in business health and personal wealth

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!

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 forty years, providing trusted advisory services.



Useful links