Phillipsons Accounting Services Pty Ltd
51 Years
in Business
1 Year with
Yellow Pages
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About Us
Your partner in business health and personal wealth
- Superannuation
- Starting a business
- Risk and wealth protection
- Accounting & business services
- Commitment to excellence
- Comprehensive wealth protection strategy
- Exceptional service
- Reasonable fees
- Review your existing arrangements
- Wealth protection
- The latest key economic indicators
- Legal and superannuation specialists
- Friendly team
- Expert advice
- Qualified and authorised
- Personal financial planning
- Our fees are reasonable
- Friendly advice
- Operational and personnel performance
- Optimise financial
- 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
CPA AustraliaXeroWaterways CapitalWorkforce GuardianAuthorised Financial Services Licence Number 332836Bachelor Degree in Business Administration - Marilyn WilliamsDiploma in Business Studies (Accounting) - John Walker- Email Business
- 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
- Commercial
- Yes
- Licenses
- Legal ID: The latest key economic indicators
- Keywords
- Tax Consulting, Tax, Superannuation, Services, Sale, Future Planning, Business Solutions, Better Books, Auditors, Agri Group, Accountants & Auditors, Accountants, Account
Additional Contacts
FAQs
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.
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.
How can I contact you?
You may call us on (03) 5144 4566.
How can I email the financial planning department at Phillipsons?
You can email them at [email protected].
Where are you located?
We are located in 388 Raymond St, Sale VIC 3850.
How can Phillipsons assist in taking a business to the next level?
They have business specialists dedicated to helping businesses realize their potential.