Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum
31 Yrs Experience
Canberra, ACT 2601

Craig has worked in financial services for over 20 years. His qualifications include:

Bachelor of Economics

Advanced Diploma of Financial Services (Financial Planning)

Fellow Chartered Financial Practitioner

Diploma of Company Directorship.

Craig is also accredited Trust and Estate Practitioner (TEP), SMSF specialist and Aged Care specialist.

Craig is an Associate Financial Plannerâ„¢ with the Financial Planning Association of Australia and member of the Australian Financial Advisers Association.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We offer an initial meeting to determine what is important to you, why and then how we can help. We have a project approach to getting you started and a part of this is the preparation of the advice/plan and this is typically $4,400 to $5,500 and very comprehensive.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 68
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Phillips Wealth Partners Pty Ltd

Level 4, 1 University Ave
Canberra, ACT 2601

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996