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@bridges.com.au
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Craig Phillips is listed as Managing Director at Phillips Wealth Partners at Phillips Wealth Partners, based in Canberra, Australian Capital Territory, Australia. AeroLeads shows a work email signal at bridges.com.au and a matched LinkedIn profile for Craig Phillips.
Craig Phillips previously worked as Managing Director at Phillips Wealth Partners and Senior Financial Advisor at Milestone Advice. Craig Phillips holds Advanced Diploma Of Financial Services ( Fp) from Kaplan Australia.
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Craig is a Senior Financial Advisor with over 20 years’ experience in the financial services industry Craig’s experience covers a very broad range of services that include a truly holistic and personalised approach to putting clients in a better position by being their project manager - to help get things done right.Craig has worked extensively in portfolio construction, tax planning, retirement planning, pensions, social security, aged care, managed funds, direct equities, estate planning as well as all forms of superannuation including SMSFs and personal insurance advice.As a planner Craig finds it very motivating to make a real difference to families and business by finding out what’s important to them, putting robust and workable plans in place and then to provide the ongoing service to help them achieve.Craig’s qualifications include:Certified Financial Planner studies, Fellow Chartered Financial Practitioner, Bachelor of Economics, Advanced Diploma of Financial Services, Diploma of Company Directors.Craig’s accreditations include:Tax (Financial) AdviserTrust and Estate Practitioner (TEP) Justice of the PeaceSelf Managed Super Fund Specialist Aged Care Specialist
Listed skills include Financial Advisory, Financial Services, Investments, Estate Planning, and 28 others.
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Canberra, Australia
Craig is a Senior Financial Advisor with over 20 years’ experience in the financial services industryCraig’s experience covers a very broad range of services that include a truly holistic and personalised approach to putting clients in a better position by being their project manager - to help get things done right.Craig has worked extensively in portfolio.
12a Thesiger Court Deakin, ACT 2600
Sydney, Australia
Comprehensive Financial Advice including, Aged Care, Tax effective investments, Stockbroking, Centrelink, Superannaution, SMSF, Taxation planning, pre and post retirement, Redundancies and Estate planning.
Activities and Societies: Water Polo , Rugby Union & Karate clubs. Sports officer and Activities officer.
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Craig Phillips works for Phillips Wealth Partners.
Craig Phillips is listed as Managing Director at Phillips Wealth Partners at Phillips Wealth Partners.
AeroLeads has found 1 work email signal at @bridges.com.au for Craig Phillips at Phillips Wealth Partners.
Craig Phillips is based in Canberra, Australian Capital Territory, Australia while working with Phillips Wealth Partners.
Craig Phillips has worked for Phillips Wealth Partners, Milestone Advice, Apt Wealth Partners, Financial Adviser - Macbride Hinton Investment Services, and Ipac Securities.
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Craig Phillips holds Advanced Diploma Of Financial Services ( Fp) from Kaplan Australia.
Craig Phillips is listed with skills including Financial Advisory, Financial Services, Investments, Estate Planning, Strategic Financial Planning, Financial Planning, Retirement, and Wealth Management Services.
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