Phillips Financial was founded in 1979 and is a leading financial advisory and investment management firm, providing cunstomised financial, investment and long term wealth stratagies to help you manage your financial affairs and investments. We are fully privately owned and hold our own Australian Financial Services License. This means we are not affiliated with any product institutions, so our loyalty is to you, our client and our services are based on your unique financial needs and plans. Our clients range from corporations and business clients to busy young paople 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. Phillips Financial is a pricipal Member 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.