Phillips Financial

Phillips Financial was founded in 1979 and is a leading financial advisory and investment management firm, providing customised financial, investment and long term wealth strategies to help you manage your financial affairs and investments. We hold our own Australian Financial Services License. This means our loyalty is to you, our client, and our services are based solely on your unique financial needs and plans. Our clients range from corporate and business clients to busy young professionals in the midst of their careers, executives, entrepreneurs, self-funded retirees and multi-generational families looking to transfer their wealth smoothly to their future generations. We take pride in our outstanding industry reputation. Michael Phillips and Janet Yeung are Member's of the Financial Planning Association of Australia, a Member of the Self-Managed Super Fund Professionals’ Association of Australia and a Full Member of the Mortgage & Finance Association of Australia.