Philippa Hunt

WealthMed Financial Pty Ltd

Silver
22 Yrs Experience
Birtinya, QLD 4575
Philippa is one of the few women in Australia who holds and manages her own privately-held Australian Financial Services Licence (AFSL) and almost two decades of experience in the financial services industry and specifically financial planning. She is a sought-after adviser when it comes to planning for a secure, worry free and enjoyable retirement no matter where you are in your life journey. Wisegirls Money Academy was established as a course in financial education for women for women to develop real financial capability and independence. The Wisegirls Money Program (TM) is designed as a structured personal program for women using the Myers-Briggs Personality Type Indicator (MBTI) to gain insight into their own values, attitudes and personality preferences that segues into their relationship with money, how they spend, save and invest their money and is conducted in a ladies-only environment through a fun and informal program. This approach of psychological personality theory and finance has never been done before and reported by women with great results. If you have had a change in your life circumstances, or are planning for a life change or want to ensure you are on the right path to financial security and want to know that you will achieve your desired retirement, whatever that may look like for you, Philippa can assist you. Her previous professional experience in HR and Organisational Psychology for many years developed her skill to relate to clients and women in educational programs on a personal level. She feels her experience in Psychology brings a special insight and this is her greatest gifts as it allows her to devise the most appropriate life plan for each individual.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Business Management
  • Language spoken
    • English

WealthMed Financial Pty Ltd

Ground Floor, 11 Eccles Blvd
Birtinya, QLD 4575

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

WealthMed Financial Pty Ltd

AFSL 318926

4.85
3 Reviews
5
4
3
2
1
4.65
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Philippa has been a god send to us over the years and advised us with the knowledge to invest our money for us to be able to now relax in our retirement years, She is not only an advisor but also a friend. Philippa is a very knowledgeable lady and goes beyond the call of duty for her clients. I wouldn't hesitate to recommend Philippa to any of my friends."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We find Philippa very knowledgeable and helpful . she handles all our enquiries quickly and with expertise. we would gladly recommend her to family and friends"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Philippa was very very thorough in her explanations of how we would succeed to retire successfully. We now have the best quality type of life we never thought would be possible because of her knowledge and experience."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Business Management

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1991

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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