Phillipsons Accounting Services Pty Ltd
51 Years
in Business
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About Us
Your partner in business health and personal wealth
- Friendly team
- Legal and superannuation specialists
- Personal financial planning
- Our fees are reasonable
- Optimise financial
- Operational and personnel performance
- Wealth protection
- Friendly advice
- Expert advice
- Exceptional service
- Comprehensive wealth protection strategy
- Commitment to excellence
- Accounting & business services
- The latest key economic indicators
- Superannuation
- Starting a business
- Risk and wealth protection
- Review your existing arrangements
- Qualified and authorised
- Reasonable fees
- 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
- Extra Phones
- (03) 5143 2637(03) 5143 2670(03) 5144 5207
- 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 Links
- Other Emails
- Categories
- Commercial
- Yes
- Licenses
- Legal ID: The latest key economic indicators
- Keywords
- Tax, Tax Consulting, Superannuation, Services, Sale, Future Planning, Business Solutions, Better Books, Auditors, Agri Group, Accountants & Auditors, Accountants, Account
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 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.
How can I contact Phillipsons Accounting Services Pty Ltd by phone?
You can contact Phillipsons Accounting Services Pty Ltd on (03) 5144 4566.
Where is Phillipsons Accounting Services Pty Ltd located?
Phillipsons Accounting Services Pty Ltd is located at 388 Raymond Street, Sale, VIC 3850.
How can I email Phillipsons Accounting Services Pty Ltd?
You can email Phillipsons Accounting Services Pty Ltd at [email protected].
Does Phillipsons Accounting Services Pty Ltd have a website?
Yes. You can visit Phillipsons Accounting Services Pty Ltd online at https://phillipsons.com.au.
What are the opening hours for Phillipsons Accounting Services Pty Ltd?
The opening hours for Phillipsons Accounting Services Pty Ltd are Mon - Thu: 8:30 am - 5:30 pm; Fri: 8:30 am - 5:00 pm.
What type of business is Phillipsons Accounting Services Pty Ltd?
Phillipsons Accounting Services Pty Ltd is listed under Taxation Consultants, Accountants & Auditors, Bookkeeping Services, Financial Planning, Financiers, Superannuation Fund, Annuity & Rollover Consultants.
What payment methods does Phillipsons Accounting Services Pty Ltd accept?
Phillipsons Accounting Services Pty Ltd accepts visa, cash, mastercard.
Can I request a quote from Phillipsons Accounting Services Pty Ltd?
Yes. You can request a quote from Phillipsons Accounting Services Pty Ltd on this page.
Is Phillipsons Accounting Services Pty Ltd on social media?
Yes. You can follow Phillipsons Accounting Services Pty Ltd on Facebook.
Is Phillipsons Accounting Services Pty Ltd locally owned?
Yes. Phillipsons Accounting Services Pty Ltd is a locally owned business.