Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum
34 Yrs Experience
Canberra, ACT 2601

Introducing Craig Phillips, Senior Financial Planner, dedicated to making a meaningful impact for those who value expert advice. With a focus on understanding your unique priorities, Craig utilizes his extensive expertise and network to develop a robust and actionable plan tailored to your needs. He is committed to providing ongoing service and support to ensure you stay on track and achieve your financial goals.

Craig’s experience has awarded him recognition as Finalist Adviser of the Year - Aged Care - Australian Wealth Management Awards 2025, Independent Financial Adviser Excellence Award Winner 2024 'Holistic Adviser of the Year ACT/SA/WA', the Aged Care Specialist Adviser Winner of the Year 2023, Finalist Aged Care Specialist Program of the Year 2022, Financial Planning Association (FPA) of Australia Planner of the Year finalist two years running and a finalist in the Association of Financial Advisers (AFA), Great Advice Awards 2021. Craig is an aged care specialist, bringing experience over a broad range of services including a truly holistic and personalised approach to putting clients in a better position.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

My fees

We offer an initial phone call at no cost, followed by a discovery meeting for $660 to understand what is important to you, why, and how we can help. Our project approach helps get you started, and part of this includes preparing a comprehensive advice plan, which typically starts from $5,500.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.84
  • Number of reviews 94
  • First year providing advice 1991
  • Years of experience 34
  • 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

Fintegrity Wealth Advisers Pty Ltd

AFSL 534971