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      About Uschevron down

      Your partner in business health and personal wealth

      • Commitment to excellence
      • Comprehensive wealth protection strategy
      • Expert advice
      • Friendly advice
      • Personal financial planning
      • Qualified and authorised
      • Reasonable fees
      • Review your existing arrangements
      • The latest key economic indicators
      • Wealth protection
      General Info

      We can give you the tools and support that you need to prosper and enjoy life.

      Your partner in business health and personal wealth. Phillipsons has worked with hundreds of business owners over the last thirty-nine years. Our team members include HR, marketing, legal and superannuation specialists. Whether you're just starting in business, running a mature enterprise that's looking for further growth or considering the best time to start winding down.

      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.

      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 nearly 40 years, providing trusted advisory services.

      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.

      Accreditations
      Accreditation badgeCPA AustraliaAccreditation badgeAuthorised Financial Services Licence Number 332836Accreditation badgeXeroAccreditation badgeWaterways CapitalAccreditation badgeWorkforce Guardian
      Email
      Payment method
      cash, mastercard, visa
      Established
      1975
      ABN
      87 103 720 181
      Service Notes
      Open Monday to Friday
      Other Links
      Other Email

      Categories
      Superannuation Fund, Annuity & Rollover Consultants, Financial Planning
      Commercial
      Yes
      Licenses
      Legal ID: The latest key economic indicators
      FAQschevron down

      What is the best time to make changes to improve one’s financial future?

      According to Phillipsons, there is no better time than now to make such changes.


      What services does Phillipsons offer for new businesses?

      Phillipsons provides a suite of services targeting small business needs in taxation, business, and financial advisory fields.


      How can Phillipsons assist in taking a business to the next level?

      They have business specialists dedicated to helping businesses realize their potential.