Craig Phillips

Principal and Senior Financial Planner

Canberra City, ACT

Contact


Phillips Wealth Partners
1/1 University Ave,
Canberra ACT 2601,
Australia

  www.phillipswp.com.au


Member of Association of Financial Advisers Logo

Background


  Summary

Craig is a Senior Financial Advisor with over 20 years’ experience in the advice 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. As an accredited aged care specialist we can now combine the above experience for those entering the vulnerable years.


  Focus Areas
Estate Planning Retirement Planning Superannuation Wealth Management

Bio Alignment
Non Institutionally Aligned

  Education

FChFP

Certified Financial Planner studies Fellow Chartered Financial Practitioner Batchelor of Economics Advanced Diploma of Fincial Services (Financial Planning) Aged Care Specialist ™ Self-Managed Super Fund Specialist Adviser ™ Diploma of Company Directors TEP- Trust and Estate Practitioner Justice of the Peace (JP) in NSW