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      About Uschevron down

      Your partner in business health and personal wealth

      • Accounting & business services
      • Commitment to excellence
      • Comprehensive wealth protection strategy
      • Exceptional service
      • Expert advice
      • Friendly advice
      • Friendly team
      • Legal and superannuation specialists
      • Operational and personnel performance
      • Optimise financial
      • Our fees are reasonable
      • Personal financial planning
      • Qualified and authorised
      • Reasonable fees
      • Review your existing arrangements
      • Risk and wealth protection
      • Starting a business
      • Superannuation
      • 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.

      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.

      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 badgeXeroAccreditation badgeWaterways CapitalAccreditation badgeWorkforce GuardianAccreditation badgeAuthorised Financial Services Licence Number 332836Accreditation badgeBachelor Degree in Business Administration - Marilyn WilliamsAccreditation badgeDiploma in Business Studies (Accounting) - John Walker
      Email
      Payment method
      visa, cash, mastercard
      Established
      1975
      ABN
      87 103 720 181
      Ownership
      Locally Owned
      Service Notes
      Open Monday to Friday
      Free Estimates
      Yes
      Other Link
      Categories
      Superannuation Fund, Annuity & Rollover Consultants, Accountants & Auditors, Bookkeeping Services, Financial Planning, Financiers, Taxation Consultants
      Commercial
      Yes
      Licenses
      Legal ID: The latest key economic indicators
      Keywords
      Account, Accountants, Accountants & Auditors, Agri Group, Auditors, Better Books, Business Solutions, Future Planning, Sale, Services, Superannuation, Tax, Tax Consulting
      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.


      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.