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      About Uschevron down

      Your Partner In Business Health And Personal Wealth

      • Accounting & business services
      • Exceptional service
      • Friendly team
      • Legal and superannuation specialists
      • Operational and personnel performance
      • Optimise financial
      • Our fees are reasonable
      • Risk and wealth protection
      • Starting a business
      • Superannuation
      General Info

      Serving Gippslanders for more than thirty years, working with a diverse range of enterprises.

      We partner with clients to achieve their business success and financial and personal wellbeing. We have a long history in family-based business with a focus on growing future opportunities. With our heart based regionally we have the ingenuity and drive to reach right across Australia. We respect, nurture and empower a team of dedicated and skilled professionals to deliver specialist advice over a client’s lifetime.

      Accounting & business services: Our professional team of business consultants has been serving Gippslanders for more than 40 years, working with a diverse range of enterprises to optimise financial, operational and personnel performance. So, whether starting a business and need some advice, or considering the best time to start winding down, we can provide you the support you need.

      We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.

      Financial planning: We operate under our own Australian Financial Services Licence (AFSL), issued by 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 & technical research, backed by some of the best independent research providers available in Australia.

      Accreditations
      Accreditation badgeAuthorised Financial Services Licence Number 332836Accreditation badgeBachelor Degree in Business Administration - Marilyn WilliamsAccreditation badgeDiploma in Business Studies (Accounting) - John WalkerAccreditation badgeMYOB Certified Consultant
      Email
      Payment method
      visa, cash, mastercard
      Established
      1975
      ABN
      89 103 720 190
      Ownership
      Locally Owned
      Service Notes
      Open Monday to Friday
      Free Estimates
      Yes
      Other Link
      Categories
      Accountants & Auditors, Bookkeeping Services, Financial Planning, Financiers, Taxation Consultants
      Certifications
      MYOB Certified Consultant
      Commercial
      Yes
      Keywords
      Account, Accountants, Accountants & Auditors, Agri Group, Auditors, Better Books, Business Solutions, Future Planning, Sale, Services, Superannuation, Tax, Tax Consulting
      FAQschevron down

      Where are you located?

      We are located in 388 Raymond St, Sale VIC 3850.


      How can I email the financial planning department at Phillipsons?

      You can email them at [email protected].


      How can I contact you?

      You may call us on (03) 5144 4566.