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PHILLIPSONS FINANCIAL PLANNING PTY LTD
AFSL 332836 · ABN 87103720181 · SALE, VIC · Licensed since 2009
Corporate GroupSingle State
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5
Advisers
10.2 yrs
Avg. adviser experience
1
States
0%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
None of the key differentiators
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 40%SMSF Assoc. 40%CPA 20%CA ANZ 20%
% of current advisers holding each professional membership
States: VIC
Corporate group: PHILLIPSONS ACCOUNTING SERVICES PTY LTD
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