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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Level 6/ 53 Walker St, North Sydney,nsw 2059,australia
- Phone
- +1-260-420-7732
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- phillipsfamilyoffice.com.au
- Keywords
- Financial Advisory, Investment Management Services, Retirement Planning, Estate Planning, Mortgages.
- HQ
- North Sydney, NSW
Phillips Financial Questions
Phillips Financial's helpline number is +1-260-420-7732
Phillips Financial's website is phillipsfamilyoffice.com.au
Phillips Financial's LinkedIn profile is https://au.linkedin.com/company/phillips-financial
Phillips Financial has
11 employees.
View email and phone details for 11
employees at Phillips Financial.
Phillips Financial's industry is
Financial Services
Phillips Financial's top competitors are
Stoic Asset Management,
Financial Decisions – Financial Advisers & Chartered Accountants,
Campbell Page,
Bfa Global Investors,
Excelsior Capital,
Harlalka Family Office,
Affluens360 Financial Group,
Kelly+partners Private Wealth,
Tulla Group,
Bhs Insurance.
Phillips Financial's categories are Financial Services
Phillips Financial's founding year is 1979
